Dan Polen - Polen Capital Management
Holding/activity history for Envestnet Inc (ENV)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2021 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2021 Q2 | 63,384 | 0.01 | Reduce 22.33% | <0.01 | $75.86 | $4,808,000 | SEC |
| 2021 Q1 | 81,606 | 0.01 | Add 20.04% | <0.01 | $72.23 | $5,894,000 | SEC |
| 2020 Q4 | 67,983 | 0.01 | Add 21.68% | <0.01 | $82.29 | $5,594,000 | SEC |
| 2020 Q3 | 55,872 | 0.01 | Add 26.42% | <0.01 | $77.16 | $4,311,000 | SEC |
| 2020 Q2 | 44,194 | 0.01 | Add 98.05% | <0.01 | $73.54 | $3,250,000 | SEC |
| 2020 Q1 | 22,315 | 0.01 | Add 84.79% | <0.01 | $53.78 | $1,200,000 | SEC |
| 2019 Q4 | 12,076 | <0.01 | Buy | <0.01 | $69.64 | $841,000 | SEC |