LF
ENV

Lee Financial’s ENVESTNET, INC. ENV Stock Holding History

Lee Financial’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
Q2 		– Sell
-105
Closed -$8K – 707
2021
Q1 		$8K Hold
105
– – ﹤0.01% 414
2020
Q4 		$9K Hold
105
– – ﹤0.01% 392
2020
Q3 		$8K Hold
105
– – ﹤0.01% 430
2020
Q2 		$8K Buy
105
+10
+11% +$653 ﹤0.01% 405
2020
Q1 		$5K Sell
95
-55
-37% -$3.94K ﹤0.01% 389
2019
Q4 		$10K Hold
150
– – ﹤0.01% 357
2019
Q3 		$9K Buy
150
+30
+25% +$1.89K ﹤0.01% 370
2019
Q2 		$8K Buy
+120
New +$8.24K ﹤0.01% 398

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Lee Financial's ENV Position: Q2 2021 in Review

Lee Financial sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 105 shares — an estimated $8K sold.

Lee Financial first reported a position in ENV in Q2 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2019. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

  • Lee Financial reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
  • Lee Financial sold 105 ENVESTNET, INC. shares in Q2 2021, an estimated $8K.
  • Lee Financial first reported a position in ENVESTNET, INC. in Q2 2019 and held it in 8 quarters.
  • Lee Financial's ENVESTNET, INC. position peaked at $10K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.