ACL
ENV

Azora Capital LP’s ENVESTNET, INC. ENV Stock Holding History

Azora Capital LP’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
Q2 		– Sell
-198,681
Closed -$14.8M – 48
2022
Q1 		$14.8M Buy
+198,681
New +$14.5M 2.47% 18
2021
Q1 		– Sell
-199,538
Closed -$16.4M – 65
2020
Q4 		$16.4M Buy
+199,538
New +$16.1M 1.49% 24

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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
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

Azora Capital LP's ENV Position: Q2 2022 in Review

Azora Capital LP sold out of ENVESTNET, INC. (ENV) in Q2 2022, closing a stake of 198,681 shares — an estimated $14.8M sold.

Azora Capital LP first reported a position in ENV in Q4 2020 and held it in 2 quarters. The position peaked at $16.4M in Q4 2020. 257 funds tracked by Wall St. Rank hold ENV as of Q2 2022.

  • Azora Capital LP reported no remaining ENVESTNET, INC. position as of Q2 2022 after selling out during the quarter.
  • Azora Capital LP sold 198,681 ENVESTNET, INC. shares in Q2 2022, an estimated $14.8M.
  • Azora Capital LP first reported a position in ENVESTNET, INC. in Q4 2020 and held it in 2 quarters.
  • Azora Capital LP's ENVESTNET, INC. position peaked at $16.4M in Q4 2020.
  • 257 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2022.

Based on Azora Capital LP's 13F filing for Q2 2022, filed 15 Aug 2022.