Dynamic Technology Lab’s ENVESTNET, INC. ENV Stock Holding History

Dynamic Technology Lab’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 Q3	–	Sell	-30,460	Closed	-$1.61M	–	1681
2022 Q2	$1.61M	Buy	+30,460	New	+$2.08M	0.18%	161
2022 Q1	–	Sell	-22,480	Closed	-$1.78M	–	1698
2021 Q4	$1.78M	Buy	+22,480	New	+$1.83M	0.2%	113
2021 Q1	–	Sell	-9,715	Closed	-$799K	–	1639
2020 Q4	$799K	Buy	+9,715	New	+$783K	0.13%	256
2020 Q2	–	Sell	-11,853	Closed	-$637K	–	1528
2020 Q1	$637K	Buy	+11,853	New	+$849K	0.12%	275
2019 Q4	–	Sell	-9,305	Closed	-$528K	–	1467
2019 Q3	$528K	Buy	+9,305	New	+$588K	0.09%	400
2019 Q1	–	Sell	-4,070	Closed	-$200K	–	1506
2018 Q4	$200K	Buy	+4,070	New	+$218K	0.03%	832
2018 Q1	–	Sell	-8,955	Closed	-$447K	–	1588
2017 Q4	$447K	Buy	+8,955	New	+$463K	0.08%	492
2017 Q2	–	Sell	-13,966	Closed	-$451K	–	1544
2017 Q1	$451K	Buy	13,966 +4,200	+43%	+$153K	0.11%	353
2016 Q4	$344K	Buy	+9,766	New	+$350K	0.09%	451

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dynamic Technology Lab's ENV Position: Q3 2022 in Review

Dynamic Technology Lab sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 30,460 shares — an estimated $1.61M sold.

Dynamic Technology Lab first reported a position in ENV in Q4 2016 and held it in 9 quarters. The position peaked at $1.78M in Q4 2021. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

Dynamic Technology Lab reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
Dynamic Technology Lab sold 30,460 ENVESTNET, INC. shares in Q3 2022, an estimated $1.61M.
Dynamic Technology Lab first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 9 quarters.
Dynamic Technology Lab's ENVESTNET, INC. position peaked at $1.78M in Q4 2021.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Dynamic Technology Lab's 13F filing for Q3 2022, filed 14 Nov 2022.