Fred Alger Management’s ENVESTNET, INC. ENV Stock Holding History

Fred Alger Management’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
2020 Q3	–	Sell	-7,808	Closed	-$574K	–	538
2020 Q2	$574K	Sell	7,808 -2,206	-22%	-$144K	﹤0.01%	388
2020 Q1	$539K	Buy	+10,014	New	+$717K	﹤0.01%	358
2017 Q4	–	Sell	-101,521	Closed	-$5.18M	–	614
2017 Q3	$5.18M	Buy	+101,521	New	+$4.34M	0.02%	220

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Fred Alger Management's ENV Position: Q3 2020 in Review

Fred Alger Management sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 7,808 shares — an estimated $574K sold.

Fred Alger Management first reported a position in ENV in Q3 2017 and held it in 3 quarters. The position peaked at $5.18M in Q3 2017. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

Fred Alger Management reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
Fred Alger Management sold 7,808 ENVESTNET, INC. shares in Q3 2020, an estimated $574K.
Fred Alger Management first reported a position in ENVESTNET, INC. in Q3 2017 and held it in 3 quarters.
Fred Alger Management's ENVESTNET, INC. position peaked at $5.18M in Q3 2017.
273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Fred Alger Management's 13F filing for Q3 2020, filed 13 Nov 2020.