P2 Capital Partners’s ENVESTNET, INC. ENV Stock Holding History

P2 Capital Partners’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
2023 Q3	–	Sell	-175,000	Closed	-$10.4M	–	16
2023 Q2	$10.4M	Hold	175,000	–	–	1.21%	15
2023 Q1	$10.3M	Hold	175,000	–	–	1.32%	15
2022 Q4	$10.8M	Hold	175,000	–	–	1.43%	14
2022 Q3	$7.77M	Sell	175,000 -263,969	-60%	-$14.1M	0.96%	18
2022 Q2	$23.2M	Hold	438,969	–	–	2.62%	15
2022 Q1	$32.7M	Buy	438,969 +188,726	+75%	+$13.8M	3.09%	15
2021 Q4	$19.9M	Sell	250,243 -80,000	-24%	-$6.51M	1.55%	18
2021 Q3	$26.5M	Buy	+330,243	New	+$25.2M	2.23%	18

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

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

P2 Capital Partners's ENV Position: Q3 2023 in Review

P2 Capital Partners sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 175,000 shares — an estimated $10.4M sold.

P2 Capital Partners first reported a position in ENV in Q3 2021 and held it in 8 quarters. The position peaked at $32.7M in Q1 2022. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

P2 Capital Partners reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
P2 Capital Partners sold 175,000 ENVESTNET, INC. shares in Q3 2023, an estimated $10.4M.
P2 Capital Partners first reported a position in ENVESTNET, INC. in Q3 2021 and held it in 8 quarters.
P2 Capital Partners's ENVESTNET, INC. position peaked at $32.7M in Q1 2022.
225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on P2 Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.