Polen Capital Management
ENV

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

Polen Capital Management’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
Q3 		– Sell
-63,384
Closed -$4.81M – 94
2021
Q2 		$4.81M Sell
63,384
-18,222
-22% -$1.34M 0.01% 63
2021
Q1 		$5.89M Buy
81,606
+13,623
+20% +$1.06M 0.01% 60
2020
Q4 		$5.59M Buy
67,983
+12,111
+22% +$976K 0.01% 58
2020
Q3 		$4.31M Buy
55,872
+11,678
+26% +$933K 0.01% 54
2020
Q2 		$3.25M Buy
44,194
+21,879
+98% +$1.43M 0.01% 49
2020
Q1 		$1.2M Buy
22,315
+10,239
+85% +$734K 0.01% 49
2019
Q4 		$841K Buy
+12,076
New +$785K ﹤0.01% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 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
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Polen Capital Management's ENV Position: Q3 2021 in Review

Polen Capital Management sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 63,384 shares — an estimated $4.81M sold.

Polen Capital Management first reported a position in ENV in Q4 2019 and held it in 7 quarters. The position peaked at $5.89M in Q1 2021. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

  • Polen Capital Management reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
  • Polen Capital Management sold 63,384 ENVESTNET, INC. shares in Q3 2021, an estimated $4.81M.
  • Polen Capital Management first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 7 quarters.
  • Polen Capital Management's ENVESTNET, INC. position peaked at $5.89M in Q1 2021.
  • 231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on Polen Capital Management's 13F filing for Q3 2021, filed 10 Nov 2021.