Envestnet Asset Management
ZEPP

Envestnet Asset Management’s Zepp Health ZEPP Stock Holding History

Envestnet Asset Management’s Portfolio ZEPP Stock Details ZEPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,067
Closed -$23.6K – 4126
2022
Q4 		$23.6K Buy
4,067
+657
+19% +$3.52K ﹤0.01% 3921
2022
Q3 		$19K Sell
3,410
-2,363
-41% -$17.1K ﹤0.01% 3869
2022
Q2 		$43K Buy
5,773
+1,485
+35% +$13.7K ﹤0.01% 3829
2022
Q1 		$49K Buy
+4,288
New +$69.3K ﹤0.01% 3860
2020
Q4 		– Sell
-3,732
Closed -$192K – 3354
2020
Q3 		$192K Sell
3,732
-545
-13% -$29.9K ﹤0.01% 2933
2020
Q2 		$211K Sell
4,277
-587
-12% -$27.1K ﹤0.01% 2852
2020
Q1 		$255K Buy
4,864
+1,372
+39% +$74.3K ﹤0.01% 2627
2019
Q4 		$168K Buy
+3,492
New +$146K ﹤0.01% 2949

Other funds holding ZEPP

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Envestnet Asset Management's ZEPP Position: Q1 2023 in Review

Envestnet Asset Management sold out of Zepp Health (ZEPP) in Q1 2023, closing a stake of 4,067 shares — an estimated $23.6K sold.

Envestnet Asset Management first reported a position in ZEPP in Q4 2019 and held it in 8 quarters. The position peaked at $255K in Q1 2020. 25 funds tracked by Wall St. Rank hold ZEPP as of Q1 2023.

  • Envestnet Asset Management reported no remaining Zepp Health position as of Q1 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 4,067 Zepp Health shares in Q1 2023, an estimated $23.6K.
  • Envestnet Asset Management first reported a position in Zepp Health in Q4 2019 and held it in 8 quarters.
  • Envestnet Asset Management's Zepp Health position peaked at $255K in Q1 2020.
  • 25 funds tracked by Wall St. Rank held Zepp Health as of Q1 2023.

Based on Envestnet Asset Management's 13F filing for Q1 2023, filed 11 May 2023.