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

Meeder 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
2022 Q4	–	Sell	-112	Closed	-$5K	–	2244
2022 Q3	$5K	Sell	112 -69	-38%	-$3.68K	﹤0.01%	1605
2022 Q2	$10K	Buy	181 +1	+0.6%	+$68	﹤0.01%	1393
2022 Q1	$13K	Buy	+180	New	+$13.2K	﹤0.01%	1470
2021 Q4	–	Sell	-40	Closed	-$3K	–	2627
2021 Q3	$3K	Buy	+40	New	+$3.06K	﹤0.01%	2143
2020 Q2	–	Sell	-1,207	Closed	-$65K	–	2733
2020 Q1	$65K	Buy	+1,207	New	+$86.5K	0.01%	839

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Meeder Asset Management's ENV Position: Q4 2022 in Review

Meeder Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2022, closing a stake of 112 shares — an estimated $5K sold.

Meeder Asset Management first reported a position in ENV in Q1 2020 and held it in 5 quarters. The position peaked at $65K in Q1 2020. 240 funds tracked by Wall St. Rank hold ENV as of Q4 2022.

Meeder Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 112 ENVESTNET, INC. shares in Q4 2022, an estimated $5K.
Meeder Asset Management first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 5 quarters.
Meeder Asset Management's ENVESTNET, INC. position peaked at $65K in Q1 2020.
240 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.