Swedbank’s ENVESTNET, INC. ENV Stock Holding History

Swedbank’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
2022 Q1	–	Sell	-177,500	Closed	-$14.2M	–	776
2021 Q4	$14.2M	Sell	177,500 -137,500	-44%	-$11.2M	0.02%	409
2021 Q3	$25.3M	Hold	315,000	–	–	0.05%	295
2021 Q2	$23.9M	Sell	315,000 -85,000	-21%	-$6.25M	0.04%	312
2021 Q1	$28.9M	Buy	+400,000	New	+$31.1M	0.06%	266

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

Impactive Capital New York City, New York $1.38B AUM 1.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SIMG

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

Swedbank's ENV Position: Q1 2022 in Review

Swedbank sold out of ENVESTNET, INC. (ENV) in Q1 2022, closing a stake of 177,500 shares — an estimated $14.2M sold.

Swedbank first reported a position in ENV in Q1 2021 and held it in 4 quarters. The position peaked at $28.9M in Q1 2021. 276 funds tracked by Wall St. Rank hold ENV as of Q1 2022.

Swedbank reported no remaining ENVESTNET, INC. position as of Q1 2022 after selling out during the quarter.
Swedbank sold 177,500 ENVESTNET, INC. shares in Q1 2022, an estimated $14.2M.
Swedbank first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 4 quarters.
Swedbank's ENVESTNET, INC. position peaked at $28.9M in Q1 2021.
276 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q1 2022.

Based on Swedbank's 13F filing for Q1 2022, filed 6 Dec 2024.