Current Value of Holding

$2.24 Million

Shares

11.1 Thousand

% of Portfolio

0.01%

Average Buy Price

$143

Avg closing price
Price range

15 Polen Capital Aspen Technology Trades

Polen Capital acquired 11.1 Thousand Aspen Technology shares worth $2.24 Million. That's 0.01% of their equity portfolio (90th largest holding). The first Aspen Technology trade was made in Q4 2017. Since then Polen Capital bought shares nine more times and sold shares on five occasions. The stake costed the investor $1.59 Million, netting the investor a gain of 41% so far.

Avg closing price
Price range
Increased shares by 47.7% (+3.59 Thousand shares) Q4 2023
Avg closing price $192.49
Price range $163.41 - $221.82
Increased shares by 1.0% (+76 shares) Q3 2023
Avg closing price $188.24
Price range $166.81 - $205.46
Sold 9.7% shares (-804 shares) Q2 2023
Avg closing price $185.64
Price range $162.11 - $244.34
Sold 3.4% shares (-292 shares) Q1 2023
Avg closing price $207.40
Price range $189.79 - $228.87
Increased shares by 3.4% (+279 shares) Q4 2022
Avg closing price $232.33
Price range $199.97 - $256.23
Increased shares by 0.4% (+35 shares) Q3 2022
Avg closing price $207.97
Price range $175.30 - $239.65
Sold 67.6% shares (-17.2 Thousand shares) Q2 2022
Avg closing price $177.86
Price range $149.35 - $210.23
Increased shares by 17.1% (+3.71 Thousand shares) Q1 2022
Avg closing price $147.02
Price range $136.79 - $165.37
Sold 20.7% shares (-5.65 Thousand shares) Q4 2021
Avg closing price $151.31
Price range $124.80 - $167.96
Increased shares by 3.6% (+958 shares) Q3 2021
Avg closing price $135.15
Price range $122.54 - $147.97
Increased shares by 7.6% (+1.86 Thousand shares) Q2 2021
Avg closing price $141.98
Price range $127.07 - $154.06
Increased shares by 45.7% (+7.69 Thousand shares) Q1 2021
Avg closing price $146.75
Price range $130.70 - $158.65
New holding (+16.8 Thousand shares) Q4 2020
Avg closing price $128.10
Price range $109.81 - $137.88
Sold -4.68 Thousand shares Q1 2018
Avg closing price $76.79
Price range $66.17 - $82.88
New holding (+4.68 Thousand shares) Q4 2017
Avg closing price $66.07
Price range $63.61 - $69.18

News about Aspen Technology Inc and Polen Capital

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