Envestnet Inc. (ENV)

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
Polen Capital Management Add 84.79% 10,239 0.00
Lee Ainslie - Maverick Capital Add 26.94% 7,004 0.01
Q4  2019
Lee Ainslie - Maverick Capital Buy 26,002 0.03
Polen Capital Management Buy 12,076 0.00

* "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.