OCM
ENV

Osterweis Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Osterweis Capital Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-30,825
Closed -$1.66M – 124
2020
Q1 		$1.66M Sell
30,825
-24,000
-44% -$1.29M 0.13% 87
2019
Q4 		$3.82M Buy
+54,825
New +$3.82M 0.26% 71