YIH
AZPN

Y-Intercept (HK)’s ASPEN TECHNOLOGY INC AZPN Stock Holding History

Y-Intercept (HK)’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,536
Closed -$211K – 1013
2021
Q2 		$211K Buy
+1,536
New +$211K 0.05% 517
2021
Q1 		– Sell
-2,138
Closed -$280K – 902
2020
Q4 		$280K Buy
+2,138
New +$280K 0.12% 335

Other funds holding AZPN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Y-Intercept (HK)'s AZPN Position: Q3 2021 in Review

Y-Intercept (HK) sold out of ASPEN TECHNOLOGY INC (AZPN) in Q3 2021, closing a stake of 1,536 shares — an estimated $211K sold.

Y-Intercept (HK) first reported a position in AZPN in Q4 2020 and held it in 2 quarters. The position peaked at $280K in Q4 2020. 349 funds tracked by Wall St. Rank hold AZPN as of Q3 2021.

  • Y-Intercept (HK) reported no remaining ASPEN TECHNOLOGY INC position as of Q3 2021 after selling out during the quarter.
  • Y-Intercept (HK) sold 1,536 ASPEN TECHNOLOGY INC shares in Q3 2021, an estimated $211K.
  • Y-Intercept (HK) first reported a position in ASPEN TECHNOLOGY INC in Q4 2020 and held it in 2 quarters.
  • Y-Intercept (HK)'s ASPEN TECHNOLOGY INC position peaked at $280K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held ASPEN TECHNOLOGY INC as of Q3 2021.

Based on Y-Intercept (HK)'s 13F filing for Q3 2021, filed 15 Nov 2021.