WA
ENV

Wasatch Advisors’s ENVESTNET, INC. ENV Stock Holding History

Wasatch Advisors’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
2019
Q4 		– Sell
-874,987
Closed -$49.6M – 262
2019
Q3 		$49.6M Sell
874,987
-1,404,731
-62% -$88.7M 0.47% 65
2019
Q2 		$156M Sell
2,279,718
-29,645
-1% -$2.04M 1.52% 17
2019
Q1 		$151M Buy
2,309,363
+13,688
+0.6% +$788K 1.65% 14
2018
Q4 		$113M Sell
2,295,675
-207,660
-8% -$11.1M 1.51% 17
2018
Q3 		$153M Buy
2,503,335
+13,957
+0.6% +$844K 1.74% 14
2018
Q2 		$137M Buy
2,489,378
+692,878
+39% +$38.5M 1.65% 17
2018
Q1 		$103M Sell
1,796,500
-82,958
-4% -$4.56M 1.33% 26
2017
Q4 		$93.7M Sell
1,879,458
-84,716
-4% -$4.38M 1.24% 23
2017
Q3 		$100M Sell
1,964,174
-21,778
-1% -$931K 1.36% 19
2017
Q2 		$78.6M Buy
1,985,952
+57,555
+3% +$2.07M 1.1% 31
2017
Q1 		$62.3M Sell
1,928,397
-391,056
-17% -$14.2M 0.92% 36
2016
Q4 		$81.8M Buy
2,319,453
+35,932
+2% +$1.29M 1.23% 25
2016
Q3 		$83.2M Buy
2,283,521
+101,948
+5% +$3.87M 1.24% 20
2016
Q2 		$72.7M Sell
2,181,573
-1,725
-0.1% -$55.7K 1.11% 21
2016
Q1 		$60.1M Sell
2,183,298
-652,731
-23% -$15.3M 0.92% 33
2015
Q4 		$84.7M Sell
2,836,029
-60,123
-2% -$1.85M 1.17% 17
2015
Q3 		$86.8M Buy
2,896,152
+1,639,875
+131% +$60.1M 1.16% 12
2015
Q2 		$50.8M Buy
1,256,277
+316,227
+34% +$15.2M 0.55% 60
2015
Q1 		$52.7M Buy
940,050
+33,369
+4% +$1.78M 0.55% 57
2014
Q4 		$44.6M Sell
906,681
-18,025
-2% -$847K 0.46% 80
2014
Q3 		$41.6M Buy
924,706
+24,159
+3% +$1.11M 0.44% 82
2014
Q2 		$44.1M Buy
900,547
+166,586
+23% +$6.74M 0.43% 78
2014
Q1 		$29.5M Sell
733,961
-29,572
-4% -$1.27M 0.29% 111
2013
Q4 		$30.8M Buy
763,533
+361,552
+90% +$13.2M 0.3% 122
2013
Q3 		$12.5M Sell
401,981
-108,847
-21% -$3.02M 0.13% 180
2013
Q2 		$12.6M Buy
+510,828
New +$10.4M 0.14% 190

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors's ENV Position: Q4 2019 in Review

Wasatch Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2019, closing a stake of 874,987 shares — an estimated $49.6M sold.

Wasatch Advisors first reported a position in ENV in Q2 2013 and held it in 26 quarters. The position peaked at $156M in Q2 2019. 236 funds tracked by Wall St. Rank hold ENV as of Q4 2019.

  • Wasatch Advisors reported no remaining ENVESTNET, INC. position as of Q4 2019 after selling out during the quarter.
  • Wasatch Advisors sold 874,987 ENVESTNET, INC. shares in Q4 2019, an estimated $49.6M.
  • Wasatch Advisors first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 26 quarters.
  • Wasatch Advisors's ENVESTNET, INC. position peaked at $156M in Q2 2019.
  • 236 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2019.

Based on Wasatch Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.