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

Wolverine 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
2017 Q2	–	Sell	-15,000	Closed	-$484K	–	1586
2017 Q1	$484K	Buy	+15,000	New	+$546K	0.01%	707
2016 Q4	–	Sell	-7,400	Closed	-$269K	–	1477
2016 Q3	$269K	Sell	7,400 -10,000	-57%	-$380K	﹤0.01%	825
2016 Q2	$579K	Buy	17,400 +17,300	+17,300%	+$558K	0.01%	680
2016 Q1	$11K	Buy	+100	New	+$2.35K	﹤0.01%	1054

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

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

Wolverine Asset Management's ENV Position: Q4 2023 in Review

Wolverine Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 27,400 shares — an estimated $1.21M sold.

Wolverine Asset Management first reported a position in ENV in Q4 2019 and held it in 2 quarters. The position peaked at $1.21M in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Wolverine Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Wolverine Asset Management sold 27,400 ENVESTNET, INC. shares in Q4 2023, an estimated $1.21M.
Wolverine Asset Management first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 2 quarters.
Wolverine Asset Management's ENVESTNET, INC. position peaked at $1.21M in Q3 2023.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Wolverine Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.