HIM
ENV

Herald Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Herald Investment 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
Q1 		– Sell
-8,500
Closed -$591K – 96
2019
Q4 		$591K Hold
8,500
– – 0.15% 80
2019
Q3 		$481K Buy
+8,500
New +$537K 0.14% 78

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Herald Investment Management's ENV Position: Q1 2020 in Review

Herald Investment Management sold out of ENVESTNET, INC. (ENV) in Q1 2020, closing a stake of 8,500 shares — an estimated $591K sold.

Herald Investment Management first reported a position in ENV in Q3 2019 and held it in 2 quarters. The position peaked at $591K in Q4 2019. 242 funds tracked by Wall St. Rank hold ENV as of Q1 2020.

  • Herald Investment Management reported no remaining ENVESTNET, INC. position as of Q1 2020 after selling out during the quarter.
  • Herald Investment Management sold 8,500 ENVESTNET, INC. shares in Q1 2020, an estimated $591K.
  • Herald Investment Management first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 2 quarters.
  • Herald Investment Management's ENVESTNET, INC. position peaked at $591K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2020.

Based on Herald Investment Management's 13F filing for Q1 2020, filed 14 May 2020.