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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

Strycker View Capital's ENV Position: Q2 2020 in Review

Strycker View Capital sold out of ENVESTNET, INC. (ENV) in Q2 2020, closing a stake of 149,069 shares — an estimated $8.02M sold.

Strycker View Capital first reported a position in ENV in Q1 2017 and held it in 5 quarters. The position peaked at $12.2M in Q4 2019. 256 funds tracked by Wall St. Rank hold ENV as of Q2 2020.

Strycker View Capital reported no remaining ENVESTNET, INC. position as of Q2 2020 after selling out during the quarter.
Strycker View Capital sold 149,069 ENVESTNET, INC. shares in Q2 2020, an estimated $8.02M.
Strycker View Capital first reported a position in ENVESTNET, INC. in Q1 2017 and held it in 5 quarters.
Strycker View Capital's ENVESTNET, INC. position peaked at $12.2M in Q4 2019.
256 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2020.

Based on Strycker View Capital's 13F filing for Q2 2020, filed 10 Aug 2020.