Sculptor Capital’s ENVESTNET, INC. ENV Stock Holding History

Sculptor Capital’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 Q1	–	Sell	-9,984	Closed	-$616K	–	911
2022 Q4	$616K	Buy	+9,984	New	+$532K	0.01%	430

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sculptor Capital's ENV Position: Q1 2023 in Review

Sculptor Capital sold out of ENVESTNET, INC. (ENV) in Q1 2023, closing a stake of 9,984 shares — an estimated $616K sold.

Sculptor Capital first reported a position in ENV in Q4 2022 and held it in 1 quarter. The position peaked at $616K in Q4 2022. 237 funds tracked by Wall St. Rank hold ENV as of Q1 2023.

Sculptor Capital reported no remaining ENVESTNET, INC. position as of Q1 2023 after selling out during the quarter.
Sculptor Capital sold 9,984 ENVESTNET, INC. shares in Q1 2023, an estimated $616K.
Sculptor Capital first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 1 quarter.
Sculptor Capital's ENVESTNET, INC. position peaked at $616K in Q4 2022.
237 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2023.

Based on Sculptor Capital's 13F filing for Q1 2023, filed 16 May 2023.