Altshuler Shaham’s ENVESTNET, INC. ENV Stock Holding History

Altshuler Shaham’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
2022 Q3	–	Sell	-470	Closed	-$25K	–	557
2022 Q2	$25K	Sell	470 -20	-4%	-$1.37K	﹤0.01%	378
2022 Q1	$36K	Sell	490 -51	-9%	-$3.73K	﹤0.01%	458
2021 Q4	$43K	Buy	+541	New	+$44K	﹤0.01%	470
2020 Q4	–	Sell	-83	Closed	-$6K	–	497
2020 Q3	$6K	Buy	83 +1	+1%	+$80	﹤0.01%	375
2020 Q2	$6K	Buy	82 +31	+61%	+$2.03K	﹤0.01%	322
2020 Q1	$3K	Buy	+51	New	+$3.65K	﹤0.01%	381

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Altshuler Shaham's ENV Position: Q3 2022 in Review

Altshuler Shaham sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 470 shares — an estimated $25K sold.

Altshuler Shaham first reported a position in ENV in Q1 2020 and held it in 6 quarters. The position peaked at $43K in Q4 2021. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

Altshuler Shaham reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
Altshuler Shaham sold 470 ENVESTNET, INC. shares in Q3 2022, an estimated $25K.
Altshuler Shaham first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 6 quarters.
Altshuler Shaham's ENVESTNET, INC. position peaked at $43K in Q4 2021.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Altshuler Shaham's 13F filing for Q3 2022, filed 14 Nov 2022.