Second Curve Capital’s Enova International ENVA Stock Holding History

Second Curve Capital’s Portfolio ENVA Stock Details ENVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$5.33M	Sell	130,000 -27,000	-17%	-$1.02M	5.72%	5
2021 Q3	$5.42M	Sell	157,000 -40,000	-20%	-$1.31M	6.73%	4
2021 Q2	$6.74M	Buy	197,000 +17,000	+9%	+$599K	8.59%	4
2021 Q1	$6.39M	Buy	+180,000	New	+$5.39M	8.99%	4

Other funds holding ENVA

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

6CM

683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Second Curve Capital's ENVA Position: Q4 2021 in Review

Second Curve Capital reduced its Enova International (ENVA) stake by 17% in Q4 2021, selling an estimated $1.02M and leaving 130,000 shares worth $5.33M. The position accounts for 5.72% of the portfolio, ranked #5.

Second Curve Capital first reported a position in ENVA in Q1 2021 and has held it in 4 quarters since. The position peaked at $6.74M in Q2 2021. 189 funds tracked by Wall St. Rank hold ENVA as of Q4 2021.

Second Curve Capital held 130,000 shares of Enova International worth $5.33M as of Q4 2021.
Second Curve Capital sold 27,000 Enova International shares in Q4 2021, an estimated $1.02M.
Enova International made up 5.72% of Second Curve Capital's portfolio in Q4 2021, its #5 holding.
Second Curve Capital first reported a position in Enova International in Q1 2021 and has held it in 4 quarters since.
Second Curve Capital's Enova International position peaked at $6.74M in Q2 2021.
189 funds tracked by Wall St. Rank held Enova International as of Q4 2021.

Based on Second Curve Capital's 13F filing for Q4 2021, filed 11 Feb 2022.