Advisory Research’s ENVESTNET, INC. ENV Stock Holding History

Advisory Research’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
2020 Q4	–	Sell	-14,816	Closed	-$1.14M	–	371
2020 Q3	$1.14M	Buy	14,816 +6,279	+74%	+$501K	0.11%	162
2020 Q2	$628K	Sell	8,537 -4,743	-36%	-$310K	0.06%	227
2020 Q1	$714K	Buy	+13,280	New	+$951K	0.05%	158
2019 Q3	–	Sell	-33,617	Closed	-$2.3M	–	398
2019 Q2	$2.3M	Buy	33,617 +3,172	+10%	+$218K	0.05%	183
2019 Q1	$1.99M	Buy	+30,445	New	+$1.75M	0.04%	182
2017 Q4	–	Sell	-40,256	Closed	-$2.05M	–	467
2017 Q3	$2.05M	Buy	+40,256	New	+$1.72M	0.03%	217

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Advisory Research's ENV Position: Q4 2020 in Review

Advisory Research sold out of ENVESTNET, INC. (ENV) in Q4 2020, closing a stake of 14,816 shares — an estimated $1.14M sold.

Advisory Research first reported a position in ENV in Q3 2017 and held it in 6 quarters. The position peaked at $2.3M in Q2 2019. 286 funds tracked by Wall St. Rank hold ENV as of Q4 2020.

Advisory Research reported no remaining ENVESTNET, INC. position as of Q4 2020 after selling out during the quarter.
Advisory Research sold 14,816 ENVESTNET, INC. shares in Q4 2020, an estimated $1.14M.
Advisory Research first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 6 quarters.
Advisory Research's ENVESTNET, INC. position peaked at $2.3M in Q2 2019.
286 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.