Aberdeen Group
ENV

Aberdeen Group’s ENVESTNET, INC. ENV Stock Holding History

Aberdeen Group’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,500
Closed -$1.39M – 1083
2021
Q3 		$1.39M Hold
17,500
– – ﹤0.01% 839
2021
Q2 		$1.33M Hold
17,500
– – ﹤0.01% 840
2021
Q1 		$1.26M Sell
17,500
-1,150,626
-99% -$89.5M ﹤0.01% 831
2020
Q4 		$96.1M Buy
1,168,126
+52,268
+5% +$4.21M 0.23% 99
2020
Q3 		$86.1M Buy
1,115,858
+280,021
+34% +$22.4M 0.23% 99
2020
Q2 		$61.5M Buy
835,837
+157,395
+23% +$10.3M 0.17% 119
2020
Q1 		$36.5M Buy
678,442
+284,044
+72% +$20.4M 0.12% 150
2019
Q4 		$27.5M Buy
394,398
+92,398
+31% +$6.01M 0.07% 270
2019
Q3 		$17.1M Buy
302,000
+18,780
+7% +$1.19M 0.04% 350
2019
Q2 		$19.4M Buy
+283,220
New +$19.4M 0.04% 367

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Aberdeen Group's ENV Position: Q4 2021 in Review

Aberdeen Group sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 17,500 shares — an estimated $1.39M sold.

Aberdeen Group first reported a position in ENV in Q2 2019 and held it in 10 quarters. The position peaked at $96.1M in Q4 2020. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

  • Aberdeen Group reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
  • Aberdeen Group sold 17,500 ENVESTNET, INC. shares in Q4 2021, an estimated $1.39M.
  • Aberdeen Group first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 10 quarters.
  • Aberdeen Group's ENVESTNET, INC. position peaked at $96.1M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Aberdeen Group's 13F filing for Q4 2021, filed 8 Feb 2022.