Echo Street Capital Management LLC Envestnet, Inc. Transaction History

Echo Street Capital Management LLC

$0
Q1 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$43.13 - $61.77 $61.6 Million - $88.3 Million	-1,429,220 Reduced 95.04%	74,539 $4.6 Million
Q3 2022 Nov 14, 2022	BUY	$44.4 - $60.51 $3.41 Million - $4.65 Million	76,910 Added 5.39%	1,503,759 $66.8 Million
Q2 2022 Aug 15, 2022	SELL	$52.71 - $83.57 $7.19 Million - $11.4 Million	-136,462 Reduced 8.73%	1,426,849 $75.3 Million
Q1 2022 May 16, 2022	SELL	$66.01 - $80.6 $1.08 Million - $1.32 Million	-16,387 Reduced 1.04%	1,563,311 $116 Million
Q4 2021 Feb 14, 2022	SELL	$75.93 - $85.32 $31.1 Million - $34.9 Million	-409,499 Reduced 20.59%	1,579,698 $125 Million
Q3 2021 Nov 15, 2021	BUY	$72.19 - $80.24 $752,436 - $836,341	10,423 Added 0.53%	1,989,197 $160 Million
Q2 2021 Aug 16, 2021	BUY	$65.18 - $79.49 $19.5 Million - $23.8 Million	299,196 Added 17.81%	1,978,774 $150 Million
Q1 2021 May 17, 2021	BUY	$64.02 - $86.95 $108 Million - $146 Million	1,679,578 New	1,679,578 $121 Million
Q4 2019 Feb 14, 2020	SELL	$54.57 - $71.85 $7.61 Million - $10 Million	-139,377 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$55.42 - $73.16 $15.5 Million - $20.5 Million	-279,599 Reduced 66.73%	139,377 $7.9 Million
Q2 2019 Aug 14, 2019	BUY	$65.25 - $72.61 $2.75 Million - $3.06 Million	42,106 Added 11.17%	418,976 $28.6 Million
Q1 2019 May 14, 2019	SELL	$47.14 - $66.67 $3.73 Million - $5.27 Million	-79,030 Reduced 17.33%	376,870 $24.6 Million
Q4 2018 Feb 14, 2019	BUY	$46.62 - $61.79 $7.6 Million - $10.1 Million	162,944 Added 55.62%	455,900 $22.4 Million
Q3 2018 Nov 14, 2018	BUY	$55.8 - $63.8 $16.3 Million - $18.7 Million	292,956 New	292,956 $17.9 Million

Others Institutions Holding ENV

# of Institutions

272

Shares Held

51.8M

Call Options Held

38.3K

Put Options Held

131K

View Full List

About ENVESTNET, INC.

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

More about ENV

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