Van Hulzen Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Van Hulzen Asset Management’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 Q2	–	Sell	-5,346	Closed	-$386K	–	295
2021 Q1	$386K	Buy	5,346 +117	+2%	+$9.1K	0.06%	171
2020 Q4	$430K	Buy	5,229 +2,394	+84%	+$193K	0.07%	162
2020 Q3	$219K	Sell	2,835 -2,845	-50%	-$227K	0.03%	235
2020 Q2	$418K	Sell	5,680 -52	-0.9%	-$3.4K	0.06%	148
2020 Q1	$308K	Buy	5,732 +35	+0.6%	+$2.51K	0.07%	177
2019 Q4	$397K	Sell	5,697 -252	-4%	-$16.4K	0.08%	179
2019 Q3	$337K	Sell	5,949 -101	-2%	-$6.38K	0.07%	193
2019 Q2	$414K	Buy	6,050 +410	+7%	+$28.1K	0.09%	159
2019 Q1	$369K	Buy	5,640 +93	+2%	+$5.35K	0.1%	147
2018 Q4	$273K	Buy	+5,547	New	+$297K	0.08%	178

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Van Hulzen Asset Management's ENV Position: Q2 2021 in Review

Van Hulzen Asset Management sold out of ENVESTNET, INC. (ENV) in Q2 2021, closing a stake of 5,346 shares — an estimated $386K sold.

Van Hulzen Asset Management first reported a position in ENV in Q4 2018 and held it in 10 quarters. The position peaked at $430K in Q4 2020. 245 funds tracked by Wall St. Rank hold ENV as of Q2 2021.

Van Hulzen Asset Management reported no remaining ENVESTNET, INC. position as of Q2 2021 after selling out during the quarter.
Van Hulzen Asset Management sold 5,346 ENVESTNET, INC. shares in Q2 2021, an estimated $386K.
Van Hulzen Asset Management first reported a position in ENVESTNET, INC. in Q4 2018 and held it in 10 quarters.
Van Hulzen Asset Management's ENVESTNET, INC. position peaked at $430K in Q4 2020.
245 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2021.

Based on Van Hulzen Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.