Sawgrass Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Sawgrass Asset 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
2019 Q3	–	Sell	-20,045	Closed	-$1.37M	–	169
2019 Q2	$1.37M	Sell	20,045 -13,090	-40%	-$899K	0.06%	96
2019 Q1	$2.17M	Sell	33,135 -3,115	-9%	-$179K	0.1%	73
2018 Q4	$1.78M	Buy	36,250 +4,950	+16%	+$265K	0.09%	83
2018 Q3	$1.91M	Buy	31,300 +20,935	+202%	+$1.27M	0.08%	93
2018 Q2	$570K	Buy	+10,365	New	+$576K	0.03%	155

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sawgrass Asset Management's ENV Position: Q3 2019 in Review

Sawgrass Asset Management sold out of ENVESTNET, INC. (ENV) in Q3 2019, closing a stake of 20,045 shares — an estimated $1.37M sold.

Sawgrass Asset Management first reported a position in ENV in Q2 2018 and held it in 5 quarters. The position peaked at $2.17M in Q1 2019. 224 funds tracked by Wall St. Rank hold ENV as of Q3 2019.

Sawgrass Asset Management reported no remaining ENVESTNET, INC. position as of Q3 2019 after selling out during the quarter.
Sawgrass Asset Management sold 20,045 ENVESTNET, INC. shares in Q3 2019, an estimated $1.37M.
Sawgrass Asset Management first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 5 quarters.
Sawgrass Asset Management's ENVESTNET, INC. position peaked at $2.17M in Q1 2019.
224 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2019.

Based on Sawgrass Asset Management's 13F filing for Q3 2019, filed 30 Oct 2019.