Envestnet Inc. (ENV-OLD)
| Sector: | Technology |
| Super Investor Stats: | |
| Ownership count: | 0 |
| Ownership rank: | -- |
| % of all portfolios: | 0% |
| History | Portfolio Manager | Activity ▲ | Share change | % change to portfolio | |
| Q3 2024 | |||||
| ≡ | Glenn Welling - Engaged Capital | Sell 100.00% | 692,483 | 7.42 | |
| Q2 2024 | |||||
| ≡ | Glenn Welling - Engaged Capital | Add 479.80% | 573,049 | 6.14 | |
| Q1 2024 | |||||
| ≡ | Glenn Welling - Engaged Capital | Buy | 119,434 | 1.12 | |
| Q3 2021 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 63,384 | 0.01 | |
| Q2 2021 | |||||
| ≡ | Polen Capital Management | Reduce 22.33% | 18,222 | 0.00 | |
| Q1 2021 | |||||
| ≡ | Polen Capital Management | Add 20.04% | 13,623 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 15,131 | 0.02 | |
| Q4 2020 | |||||
| ≡ | Polen Capital Management | Add 21.68% | 12,111 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 9.70% | 1,625 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Polen Capital Management | Add 26.42% | 11,678 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 25.59% | 5,763 | 0.01 | |
| Q2 2020 | |||||
| ≡ | Polen Capital Management | Add 98.05% | 21,879 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 31.77% | 10,487 | 0.01 | |
| Q1 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Add 26.94% | 7,004 | 0.01 | |
| ≡ | Polen Capital Management | Add 84.79% | 10,239 | 0.00 | |
| Q4 2019 | |||||
| ≡ | Polen Capital Management | Buy | 12,076 | 0.00 | |
| ≡ | Lee Ainslie - Maverick Capital | Buy | 26,002 | 0.03 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.