Maverick Capital’s ENVESTNET, INC. ENV Stock Holding History

Maverick Capital’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 Q1	–	Sell	-15,131	Closed	-$1.25M	–	930
2020 Q4	$1.25M	Sell	15,131 -1,625	-10%	-$131K	0.02%	202
2020 Q3	$1.29M	Sell	16,756 -5,763	-26%	-$460K	0.02%	213
2020 Q2	$1.66M	Sell	22,519 -10,487	-32%	-$685K	0.03%	199
2020 Q1	$1.77M	Buy	33,006 +7,004	+27%	+$502K	0.04%	203
2019 Q4	$1.81M	Buy	+26,002	New	+$1.69M	0.03%	276

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DDC

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

Maverick Capital's ENV Position: Q1 2021 in Review

Maverick Capital sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 15,131 shares — an estimated $1.25M sold.

Maverick Capital first reported a position in ENV in Q4 2019 and held it in 5 quarters. The position peaked at $1.81M in Q4 2019. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Maverick Capital reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Maverick Capital sold 15,131 ENVESTNET, INC. shares in Q1 2021, an estimated $1.25M.
Maverick Capital first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 5 quarters.
Maverick Capital's ENVESTNET, INC. position peaked at $1.81M in Q4 2019.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Maverick Capital's 13F filing for Q1 2021, filed 17 May 2021.