SVC
ENV

Strycker View Capital’s ENVESTNET, INC. ENV Stock Holding History

Strycker View 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
2020
Q2 		– Sell
-149,069
Closed -$8.02M – 22
2020
Q1 		$8.02M Sell
149,069
-25,586
-15% -$1.83M 7.86% 6
2019
Q4 		$12.2M Buy
+174,655
New +$11.4M 5.75% 10
2017
Q4 		– Sell
-193,408
Closed -$9.86M – 20
2017
Q3 		$9.86M Sell
193,408
-18,900
-9% -$808K 5.31% 11
2017
Q2 		$8.41M Buy
212,308
+120,000
+130% +$4.31M 4.19% 13
2017
Q1 		$2.98M Buy
+92,308
New +$3.36M 1.24% 16

Other funds holding ENV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return