ORI
ENV

Oak Ridge Investments’s ENVESTNET, INC. ENV Stock Holding History

Oak Ridge Investments’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
Q3 		– Sell
-57,253
Closed -$3.02M – 161
2022
Q2 		$3.02M Sell
57,253
-3,640
-6% -$249K 0.44% 74
2022
Q1 		$4.53M Sell
60,893
-29,618
-33% -$2.17M 0.5% 64
2021
Q4 		$7.18M Sell
90,511
-1,139
-1% -$92.7K 0.61% 61
2021
Q3 		$7.35M Sell
91,650
-3,167
-3% -$242K 0.65% 52
2021
Q2 		$7.19M Sell
94,817
-3,087
-3% -$227K 0.63% 59
2021
Q1 		$7.07M Sell
97,904
-2,695
-3% -$210K 0.66% 53
2020
Q4 		$8.28M Sell
100,599
-25,787
-20% -$2.08M 0.73% 42
2020
Q3 		$9.75M Sell
126,386
-11,684
-8% -$933K 0.76% 36
2020
Q2 		$10.2M Sell
138,070
-51,989
-27% -$3.4M 0.85% 38
2020
Q1 		$10.2M Sell
190,059
-25,817
-12% -$1.85M 1.05% 29
2019
Q4 		$15M Sell
215,876
-21,805
-9% -$1.42M 1.1% 30
2019
Q3 		$13.5M Sell
237,681
-12,023
-5% -$759K 1.01% 39
2019
Q2 		$17.1M Sell
249,704
-19,220
-7% -$1.32M 1.18% 25
2019
Q1 		$17.6M Sell
268,924
-12,903
-5% -$743K 1.12% 23
2018
Q4 		$13.9M Sell
281,827
-25,109
-8% -$1.35M 1% 30
2018
Q3 		$18.7M Sell
306,936
-34,599
-10% -$2.09M 1.03% 24
2018
Q2 		$18.8M Buy
341,535
+61,746
+22% +$3.43M 1.06% 26
2018
Q1 		$16M Sell
279,789
-91,879
-25% -$5.05M 0.89% 40
2017
Q4 		$18.5M Sell
371,668
-190,120
-34% -$9.84M 0.88% 44
2017
Q3 		$28.7M Sell
561,788
-123,495
-18% -$5.28M 1.16% 31
2017
Q2 		$27.1M Buy
685,283
+36,935
+6% +$1.33M 0.87% 45
2017
Q1 		$20.9M Buy
+648,348
New +$23.6M 0.7% 58

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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Oak Ridge Investments's ENV Position: Q3 2022 in Review

Oak Ridge Investments sold out of ENVESTNET, INC. (ENV) in Q3 2022, closing a stake of 57,253 shares — an estimated $3.02M sold.

Oak Ridge Investments first reported a position in ENV in Q1 2017 and held it in 22 quarters. The position peaked at $28.7M in Q3 2017. 239 funds tracked by Wall St. Rank hold ENV as of Q3 2022.

  • Oak Ridge Investments reported no remaining ENVESTNET, INC. position as of Q3 2022 after selling out during the quarter.
  • Oak Ridge Investments sold 57,253 ENVESTNET, INC. shares in Q3 2022, an estimated $3.02M.
  • Oak Ridge Investments first reported a position in ENVESTNET, INC. in Q1 2017 and held it in 22 quarters.
  • Oak Ridge Investments's ENVESTNET, INC. position peaked at $28.7M in Q3 2017.
  • 239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2022.

Based on Oak Ridge Investments's 13F filing for Q3 2022, filed 8 Nov 2022.