HBT
ENV

Hills Bank & Trust’s ENVESTNET, INC. ENV Stock Holding History

Hills Bank & Trust’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
-2,817
Closed -$213K – 263
2021
Q2 		$213K Sell
2,817
-4,643
-62% -$342K 0.03% 192
2021
Q1 		$539K Sell
7,460
-64
-0.9% -$4.98K 0.09% 136
2020
Q4 		$619K Sell
7,524
-10
-0.1% -$806 0.11% 123
2020
Q3 		$582K Sell
7,534
-220
-3% -$17.6K 0.11% 117
2020
Q2 		$571K Buy
+7,754
New +$507K 0.12% 117

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
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
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Hills Bank & Trust's ENV Position: Q3 2021 in Review

Hills Bank & Trust sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 2,817 shares — an estimated $213K sold.

Hills Bank & Trust first reported a position in ENV in Q2 2020 and held it in 5 quarters. The position peaked at $619K in Q4 2020. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Hills Bank & Trust reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • Hills Bank & Trust sold 2,817 ENVESTNET, INC. shares in Q3 2021, an estimated $213K.
  • Hills Bank & Trust first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 5 quarters.
  • Hills Bank & Trust's ENVESTNET, INC. position peaked at $619K in Q4 2020.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Hills Bank & Trust's 13F filing for Q3 2021, filed 27 Oct 2021.