Jupiter Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Jupiter Asset 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 Q2	–	Sell	-132,256	Closed	-$7.07M	–	281
2020 Q1	$7.07M	Buy	+132,256	New	+$9.48M	0.31%	95
2018 Q4	–	Sell	-34,950	Closed	-$2.13M	–	265
2018 Q3	$2.13M	Buy	34,950 +17,790	+104%	+$1.08M	0.06%	206
2018 Q2	$943K	Sell	17,160 -20,774	-55%	-$1.15M	0.03%	227
2018 Q1	$2.17M	Buy	37,934 +17,122	+82%	+$941K	0.07%	200
2017 Q4	$1.04M	Buy	+20,812	New	+$1.08M	0.03%	215

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Asset Management's ENV Position: Q2 2020 in Review

Jupiter Asset Management sold out of ENVESTNET, INC. (ENV) in Q2 2020, closing a stake of 132,256 shares — an estimated $7.07M sold.

Jupiter Asset Management first reported a position in ENV in Q4 2017 and held it in 5 quarters. The position peaked at $7.07M in Q1 2020. 256 funds tracked by Wall St. Rank hold ENV as of Q2 2020.

Jupiter Asset Management reported no remaining ENVESTNET, INC. position as of Q2 2020 after selling out during the quarter.
Jupiter Asset Management sold 132,256 ENVESTNET, INC. shares in Q2 2020, an estimated $7.07M.
Jupiter Asset Management first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 5 quarters.
Jupiter Asset Management's ENVESTNET, INC. position peaked at $7.07M in Q1 2020.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2020.

Based on Jupiter Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.