Envestnet Asset Management Inc Heritage Insurance Holdings, Inc. Transaction History

Envestnet Asset Management Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 04, 2021	SELL	$9.19 - $11.99 $126,197 - $164,646	-13,732 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$9.06 - $11.11 $2,518 - $3,088	-278 Reduced 1.98%	13,732 $139,000
Q3 2020 Oct 09, 2020	BUY	$10.05 - $13.7 $2,060 - $2,808	205 Added 1.48%	14,010 $142,000
Q2 2020 Jul 08, 2020	SELL	$10.4 - $13.5 $93 - $121	-9 Reduced 0.07%	13,805 $181,000
Q1 2020 Apr 23, 2020	BUY	$9.42 - $13.13 $130,127 - $181,377	13,814 New	13,814 $148,000
Q4 2019 Feb 11, 2020	SELL	$12.82 - $15.37 $162,852 - $195,245	-12,703 Closed	0 $0
Q3 2019 Oct 17, 2019	SELL	$13.11 - $16.15 $5,034 - $6,201	-384 Reduced 2.93%	12,703 $190,000
Q2 2019 Aug 02, 2019	SELL	$13.29 - $15.8 $45,637 - $54,257	-3,434 Reduced 20.79%	13,087 $202,000
Q1 2019 May 10, 2019	SELL	$13.95 - $15.28 $10,350 - $11,337	-742 Reduced 4.3%	16,521 $241,000
Q4 2018 Feb 13, 2019	BUY	$13.12 - $16.86 $226,490 - $291,054	17,263 New	17,263 $254,000

128

16.4M

274K

79.8K

Ticker HRTG
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 26,569,100
Market Cap $315M
Description
Heritage Insurance Holdings, Inc., through its subsidiaries, provides personal and commercial residential insurance products. The company offers personal residential property insurance for single-family homeowners and condominium owners, and rental property insurance in the states of Alabama, California, Connecticut, Delaware, Florida, Georgia, ...

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