York Capital Management Global Advisors’s ENVESTNET, INC. ENV Stock Holding History

York Capital Management Global 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
2021 Q3	–	Sell	-37,201	Closed	-$2.82M	–	67
2021 Q2	$2.82M	Buy	+37,201	New	+$2.74M	0.32%	41
2021 Q1	–	Sell	-243,906	Closed	-$20.1M	–	76
2020 Q4	$20.1M	Sell	243,906 -93,123	-28%	-$7.5M	1.97%	16
2020 Q3	$26M	Buy	337,029 +114,042	+51%	+$9.11M	1.45%	22
2020 Q2	$16.4M	Sell	222,987 -232,551	-51%	-$15.2M	1.08%	36
2020 Q1	$24.5M	Buy	455,538 +153,790	+51%	+$11M	1.46%	22
2019 Q4	$21M	Sell	301,748 -98,620	-25%	-$6.41M	1.21%	21
2019 Q3	$22.7M	Buy	+400,368	New	+$25.3M	1.05%	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

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

Barclays London, United Kingdom $416B AUM 33.63% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

York Capital Management Global Advisors's ENV Position: Q3 2021 in Review

York Capital Management Global Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2021, closing a stake of 37,201 shares — an estimated $2.82M sold.

York Capital Management Global Advisors first reported a position in ENV in Q3 2019 and held it in 7 quarters. The position peaked at $26M in Q3 2020. 231 funds tracked by Wall St. Rank hold ENV as of Q3 2021.

York Capital Management Global Advisors reported no remaining ENVESTNET, INC. position as of Q3 2021 after selling out during the quarter.
York Capital Management Global Advisors sold 37,201 ENVESTNET, INC. shares in Q3 2021, an estimated $2.82M.
York Capital Management Global Advisors first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 7 quarters.
York Capital Management Global Advisors's ENVESTNET, INC. position peaked at $26M in Q3 2020.
231 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2021.

Based on York Capital Management Global Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.