MIFH
ENV

Migdal Insurance & Financial Holdings’s ENVESTNET, INC. ENV Stock Holding History

Migdal Insurance & Financial Holdings’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
Q3 		– Sell
-7
Closed – – 811
2020
Q2 		$0 Sell
7
-12
-63% -$784 ﹤0.01% 751
2020
Q1 		$1K Sell
19
-787
-98% -$56.4K ﹤0.01% 675
2019
Q4 		$56K Sell
806
-21,738
-96% -$1.41M ﹤0.01% 620
2019
Q3 		$1.28M Buy
22,544
+277
+1% +$17.5K 0.03% 220
2019
Q2 		$1.52M Sell
22,267
-6,472
-23% -$444K 0.04% 175
2019
Q1 		$1.88M Sell
28,739
-2,321
-7% -$134K 0.05% 144
2018
Q4 		$1.53M Sell
31,060
-23,418
-43% -$1.25M 0.03% 170
2018
Q3 		$3.32M Buy
54,478
+4,866
+10% +$294K 0.07% 182
2018
Q2 		$2.73M Buy
49,612
+18,004
+57% +$1M 0.06% 176
2018
Q1 		$1.81M Buy
31,608
+29,217
+1,222% +$1.61M 0.04% 182
2017
Q4 		$119K Buy
+2,391
New +$124K ﹤0.01% 363

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ENV Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of ENVESTNET, INC. (ENV) in Q3 2020, closing a stake of 7 shares.

Migdal Insurance & Financial Holdings first reported a position in ENV in Q4 2017 and held it in 11 quarters. The position peaked at $3.32M in Q3 2018. 273 funds tracked by Wall St. Rank hold ENV as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining ENVESTNET, INC. position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 7 ENVESTNET, INC. shares in Q3 2020.
  • Migdal Insurance & Financial Holdings first reported a position in ENVESTNET, INC. in Q4 2017 and held it in 11 quarters.
  • Migdal Insurance & Financial Holdings's ENVESTNET, INC. position peaked at $3.32M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.