Psagot Value Holdings’s ENVESTNET, INC. ENV Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-3,600	Closed	-$289K	–	477
2021 Q3	$289K	Hold	3,600	–	–	0.05%	226
2021 Q2	$273K	Buy	+3,600	New	+$265K	0.01%	273
2020 Q4	–	Sell	-3,600	Closed	-$278K	–	448
2020 Q3	$278K	Hold	3,600	–	–	0.01%	247
2020 Q2	$265K	Hold	3,600	–	–	0.01%	221
2020 Q1	$194K	Hold	3,600	–	–	0.01%	223
2019 Q4	$251K	Hold	3,600	–	–	0.01%	262
2019 Q3	$204K	Hold	3,600	–	–	0.01%	250
2019 Q2	$246K	Hold	3,600	–	–	0.01%	251
2019 Q1	$235K	Hold	3,600	–	–	0.01%	252
2018 Q4	$177K	Hold	3,600	–	–	0.01%	264
2018 Q3	$219K	Hold	3,600	–	–	0.01%	207
2018 Q2	$198K	Hold	3,600	–	–	0.01%	217
2018 Q1	$206K	Buy	+3,600	New	+$198K	0.01%	235

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Psagot Value Holdings's ENV Position: Q4 2021 in Review

Psagot Value Holdings sold out of ENVESTNET, INC. (ENV) in Q4 2021, closing a stake of 3,600 shares — an estimated $289K sold.

Psagot Value Holdings first reported a position in ENV in Q1 2018 and held it in 13 quarters. The position peaked at $289K in Q3 2021. 256 funds tracked by Wall St. Rank hold ENV as of Q4 2021.

Psagot Value Holdings reported no remaining ENVESTNET, INC. position as of Q4 2021 after selling out during the quarter.
Psagot Value Holdings sold 3,600 ENVESTNET, INC. shares in Q4 2021, an estimated $289K.
Psagot Value Holdings first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 13 quarters.
Psagot Value Holdings's ENVESTNET, INC. position peaked at $289K in Q3 2021.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.