Enterprise Financial Services Corp (EFSC)’s ENVESTNET, INC. ENV Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q3	–	Sell	-429	Closed	-$33K	–	1338
2021 Q2	$33K	Hold	429	–	–	0.01%	481
2021 Q1	$31K	Hold	429	–	–	0.01%	506
2020 Q4	$35K	Hold	429	–	–	0.01%	458
2020 Q3	$33K	Hold	429	–	–	0.01%	461
2020 Q2	$32K	Hold	429	–	–	0.01%	458
2020 Q1	$23K	Hold	429	–	–	0.01%	483
2019 Q4	$30K	Hold	429	–	–	0.01%	507
2019 Q3	$24K	Hold	429	–	–	0.01%	524
2019 Q2	$29K	Hold	429	–	–	0.01%	509
2019 Q1	$28K	Hold	429	–	–	0.01%	509
2018 Q4	$21K	Hold	429	–	–	0.01%	379
2018 Q3	$26K	Hold	429	–	–	0.01%	388
2018 Q2	$24K	Hold	429	–	–	0.01%	423
2018 Q1	$25K	Hold	429	–	–	0.01%	427
2017 Q4	$21K	Hold	429	–	–	0.01%	448
2017 Q3	$22K	Hold	429	–	–	0.01%	431
2017 Q2	$17K	Buy	+429	New	+$15.4K	0.01%	490

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 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

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

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

Enterprise Financial Services Corp (EFSC)'s ENV Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 429 shares — an estimated $33K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ENV in Q2 2017 and held it in 17 quarters. The position peaked at $35K in Q4 2020. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 429 ENVESTNET, INC. shares in Q3 2021, an estimated $33K.
Enterprise Financial Services Corp (EFSC) first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s ENVESTNET, INC. position peaked at $35K in Q4 2020.
231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.