Neuberger Berman Group’s ENVESTNET, INC. ENV Stock Holding History

Neuberger Berman Group’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	-2,701	Closed	-$223K	–	1871
2020 Q4	$223K	Hold	2,701	–	–	﹤0.01%	1596
2020 Q3	$208K	Buy	+2,701	New	+$216K	﹤0.01%	1549
2020 Q1	–	Sell	-31,579	Closed	-$2.2M	–	1672
2019 Q4	$2.2M	Buy	31,579 +58	+0.2%	+$3.77K	﹤0.01%	1013
2019 Q3	$1.79M	Buy	31,521 +28,222	+855%	+$1.78M	﹤0.01%	1035
2019 Q2	$226K	Buy	+3,299	New	+$226K	﹤0.01%	1468
2015 Q1	–	Sell	-26,800	Closed	-$1.32M	–	1742
2014 Q4	$1.32M	Buy	+26,800	New	+$1.26M	﹤0.01%	1158
2014 Q1	–	Sell	-7,762	Closed	-$313K	–	1737
2013 Q4	$313K	Sell	7,762 -4,259	-35%	-$155K	﹤0.01%	1423
2013 Q3	$373K	Buy	+12,021	New	+$334K	﹤0.01%	1365

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

Neuberger Berman Group's ENV Position: Q1 2021 in Review

Neuberger Berman Group sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 2,701 shares — an estimated $223K sold.

Neuberger Berman Group first reported a position in ENV in Q3 2013 and held it in 8 quarters. The position peaked at $2.2M in Q4 2019. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Neuberger Berman Group reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Neuberger Berman Group sold 2,701 ENVESTNET, INC. shares in Q1 2021, an estimated $223K.
Neuberger Berman Group first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 8 quarters.
Neuberger Berman Group's ENVESTNET, INC. position peaked at $2.2M in Q4 2019.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Neuberger Berman Group's 13F filing for Q1 2021, filed 13 May 2021.