Stanley-Laman Group’s ENVESTNET, INC. ENV Stock Holding History

Stanley-Laman 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 Q1	–	Sell	-14,383	Closed	-$1.18M	–	273
2020 Q4	$1.18M	Buy	14,383 +1,395	+11%	+$112K	0.21%	153
2020 Q3	$1M	Buy	12,988 +1,385	+12%	+$111K	0.22%	130
2020 Q2	$853K	Buy	11,603 +44	+0.4%	+$2.88K	0.21%	145
2020 Q1	$622K	Buy	+11,559	New	+$828K	0.19%	152

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

ESCM

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

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

DDC

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

Stanley-Laman Group's ENV Position: Q1 2021 in Review

Stanley-Laman Group sold out of ENVESTNET, INC. (ENV) in Q1 2021, closing a stake of 14,383 shares — an estimated $1.18M sold.

Stanley-Laman Group first reported a position in ENV in Q1 2020 and held it in 4 quarters. The position peaked at $1.18M in Q4 2020. 239 funds tracked by Wall St. Rank hold ENV as of Q1 2021.

Stanley-Laman Group reported no remaining ENVESTNET, INC. position as of Q1 2021 after selling out during the quarter.
Stanley-Laman Group sold 14,383 ENVESTNET, INC. shares in Q1 2021, an estimated $1.18M.
Stanley-Laman Group first reported a position in ENVESTNET, INC. in Q1 2020 and held it in 4 quarters.
Stanley-Laman Group's ENVESTNET, INC. position peaked at $1.18M in Q4 2020.
239 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2021.

Based on Stanley-Laman Group's 13F filing for Q1 2021, filed 5 May 2021.