CIP
ENV

Champlain Investment Partners’s ENVESTNET, INC. ENV Stock Holding History

Champlain Investment Partners’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
2023
Q1 		– Sell
-496,560
Closed -$30.6M – 141
2022
Q4 		$30.6M Sell
496,560
-392,520
-44% -$20.9M 0.2% 123
2022
Q3 		$39.5M Sell
889,080
-12,960
-1% -$692K 0.27% 113
2022
Q2 		$47.6M Sell
902,040
-32,455
-3% -$2.22M 0.31% 109
2022
Q1 		$69.6M Sell
934,495
-134,040
-13% -$9.82M 0.36% 100
2021
Q4 		$84.8M Buy
1,068,535
+3,405
+0.3% +$277K 0.38% 101
2021
Q3 		$85.5M Buy
1,065,130
+181,165
+20% +$13.8M 0.41% 98
2021
Q2 		$67.1M Sell
883,965
-290
-0% -$21.3K 0.32% 106
2021
Q1 		$63.9M Buy
884,255
+194,050
+28% +$15.1M 0.33% 104
2020
Q4 		$56.8M Buy
690,205
+16,865
+3% +$1.36M 0.33% 99
2020
Q3 		$52M Sell
673,340
-393,825
-37% -$31.4M 0.35% 94
2020
Q2 		$78.5M Sell
1,067,165
-23,700
-2% -$1.55M 0.56% 70
2020
Q1 		$58.7M Sell
1,090,865
-84,300
-7% -$6.04M 0.53% 75
2019
Q4 		$81.8M Buy
1,175,165
+188,990
+19% +$12.3M 0.6% 77
2019
Q3 		$55.9M Buy
986,175
+216,775
+28% +$13.7M 0.46% 86
2019
Q2 		$52.6M Buy
769,400
+3,065
+0.4% +$210K 0.44% 91
2019
Q1 		$50.1M Buy
766,335
+133,585
+21% +$7.69M 0.44% 90
2018
Q4 		$31.1M Buy
632,750
+238,085
+60% +$12.8M 0.32% 103
2018
Q3 		$24.1M Buy
+394,665
New +$23.9M 0.21% 104
2017
Q3 		– Sell
-981,184
Closed -$38.9M – 121
2017
Q2 		$38.9M Buy
981,184
+8,269
+0.8% +$297K 0.47% 83
2017
Q1 		$31.4M Buy
972,915
+94,235
+11% +$3.43M 0.41% 92
2016
Q4 		$31M Sell
878,680
-75,635
-8% -$2.71M 0.43% 99
2016
Q3 		$34.8M Sell
954,315
-4,735
-0.5% -$180K 0.53% 83
2016
Q2 		$31.9M Sell
959,050
-10,365
-1% -$335K 0.55% 82
2016
Q1 		$26.4M Buy
+969,415
New +$22.7M 0.48% 91

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Champlain Investment Partners's ENV Position: Q1 2023 in Review

Champlain Investment Partners sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 496,560 shares — an estimated $30.6M sold.

Champlain Investment Partners first reported a position in ENV in Q1 2016 and held it in 24 quarters. The position peaked at $85.5M in Q3 2021. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

  • Champlain Investment Partners reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
  • Champlain Investment Partners sold 496,560 ENVESTNET, INC. shares in Q1 2023, an estimated $30.6M.
  • Champlain Investment Partners first reported a position in ENVESTNET, INC. in Q1 2016 and held it in 24 quarters.
  • Champlain Investment Partners's ENVESTNET, INC. position peaked at $85.5M in Q3 2021.
  • 237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on Champlain Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.