Baird Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Baird Financial 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 Q1	–	Sell	-4,683	Closed	-$385K	–	1753
2020 Q4	$385K	Buy	4,683 +702	+18%	+$56.6K	﹤0.01%	1299
2020 Q3	$307K	Buy	3,981 +990	+33%	+$79.1K	﹤0.01%	1297
2020 Q2	$220K	Buy	+2,991	New	+$195K	﹤0.01%	1391
2015 Q3	–	Sell	-527,561	Closed	-$21.3M	–	1378
2015 Q2	$21.3M	Buy	+527,561	New	+$25.4M	0.21%	138

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

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

ESCM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DDC

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

Baird Financial Group's ENV Position: Q1 2021 in Review

Baird Financial Group sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 4,683 shares — an estimated $385K sold.

Baird Financial Group first reported a position in ENV in Q2 2015 and held it in 4 quarters. The position peaked at $21.3M in Q2 2015. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Baird Financial Group reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Baird Financial Group sold 4,683 ENVESTNET, INC. shares in Q1 2021, an estimated $385K.
Baird Financial Group first reported a position in ENVESTNET, INC. in Q2 2015 and held it in 4 quarters.
Baird Financial Group's ENVESTNET, INC. position peaked at $21.3M in Q2 2015.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Baird Financial Group's 13F filing for Q1 2021, filed 13 May 2021.