BBHC
ENV

Brown Brothers Harriman & Co’s ENVESTNET, INC. ENV Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-138
Closed -$6K – 1584
2022
Q3 		$6K Buy
+138
New +$7.36K ﹤0.01% 1276
2019
Q3 		– Sell
-43
Closed -$3K – 1356
2019
Q2 		$3K Buy
+43
New +$2.95K ﹤0.01% 947

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Brown Brothers Harriman & Co's ENV Position: Q4 2022 in Review

Brown Brothers Harriman & Co sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 138 shares — an estimated $6K sold.

Brown Brothers Harriman & Co first reported a position in ENV in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 240 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

  • Brown Brothers Harriman & Co reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 138 ENVESTNET, INC. shares in Q4 2022, an estimated $6K.
  • Brown Brothers Harriman & Co first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's ENVESTNET, INC. position peaked at $6K in Q3 2022.
  • 240 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2022, filed 9 Feb 2023.