Canada Pension Plan Investment Board’s ENVESTNET, INC. ENV Stock Holding History

Canada Pension Plan Investment Board’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	-13,400	Closed	-$595K	–	1313
2022 Q3	$595K	Hold	13,400	–	–	﹤0.01%	956
2022 Q2	$707K	Hold	13,400	–	–	﹤0.01%	890
2022 Q1	$997K	Sell	13,400 -13,000	-49%	-$952K	﹤0.01%	844
2021 Q4	$2.1M	Buy	+26,400	New	+$2.15M	﹤0.01%	884
2021 Q1	–	Sell	-16,900	Closed	-$1.39M	–	1649
2020 Q4	$1.39M	Buy	+16,900	New	+$1.36M	﹤0.01%	920
2020 Q3	–	Sell	-10,800	Closed	-$794K	–	1473
2020 Q2	$794K	Buy	+10,800	New	+$706K	﹤0.01%	976
2014 Q2	–	Sell	-700	Closed	-$28K	–	1376
2014 Q1	$28K	Buy	+700	New	+$30K	﹤0.01%	1208

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Canada Pension Plan Investment Board's ENV Position: Q4 2022 in Review

Canada Pension Plan Investment Board sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 13,400 shares — an estimated $595K sold.

Canada Pension Plan Investment Board first reported a position in ENV in Q1 2014 and held it in 7 quarters. The position peaked at $2.1M in Q4 2021. 239 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

Canada Pension Plan Investment Board reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
Canada Pension Plan Investment Board sold 13,400 ENVESTNET, INC. shares in Q4 2022, an estimated $595K.
Canada Pension Plan Investment Board first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 7 quarters.
Canada Pension Plan Investment Board's ENVESTNET, INC. position peaked at $2.1M in Q4 2021.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on Canada Pension Plan Investment Board's 13F filing for Q4 2022, filed 14 Feb 2023.