Renaissance Group’s ENVESTNET, INC. ENV Stock Holding History

Renaissance Group’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 Q2	–	Sell	-14,109	Closed	-$1.02M	–	296
2021 Q1	$1.02M	Buy	+14,109	New	+$1.1M	0.04%	161
2020 Q1	–	Sell	-8,787	Closed	-$612K	–	303
2019 Q4	$612K	Buy	8,787 +236	+3%	+$15.3K	0.03%	226
2019 Q3	$485K	Buy	8,551 +93	+1%	+$5.87K	0.02%	202
2019 Q2	$578K	Buy	8,458 +60	+0.7%	+$4.12K	0.02%	183
2019 Q1	$549K	Buy	8,398 +177	+2%	+$10.2K	0.02%	192
2018 Q4	$404K	Buy	8,221 +2,147	+35%	+$115K	0.02%	222
2018 Q3	$370K	Buy	+6,074	New	+$367K	0.01%	245
2015 Q4	–	Sell	-10,318	Closed	-$309K	–	316
2015 Q3	$309K	Buy	+10,318	New	+$378K	0.01%	191

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ESCM

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

Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Renaissance Group's ENV Position: Q2 2021 in Review

Renaissance Group sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 14,109 shares — an estimated $1.02M sold.

Renaissance Group first reported a position in ENV in Q3 2015 and held it in 8 quarters. The position peaked at $1.02M in Q1 2021. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

Renaissance Group reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
Renaissance Group sold 14,109 ENVESTNET, INC. shares in Q2 2021, an estimated $1.02M.
Renaissance Group first reported a position in ENVESTNET, INC. in Q3 2015 and held it in 8 quarters.
Renaissance Group's ENVESTNET, INC. position peaked at $1.02M in Q1 2021.
245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Renaissance Group's 13F filing for Q2 2021, filed 13 Aug 2021.