Polen Capital Envestnet, Inc. Transaction History

Polen Capital Management LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 10, 2021	SELL	$72.19 - $80.24 $4.58 Million - $5.09 Million	-63,384 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$65.18 - $79.49 $1.19 Million - $1.45 Million	-18,222 Reduced 22.33%	63,384 $4.81 Million
Q1 2021 May 12, 2021	BUY	$64.02 - $86.95 $872,144 - $1.18 Million	13,623 Added 20.04%	81,606 $5.89 Million
Q4 2020 Feb 11, 2021	BUY	$74.94 - $84.32 $907,598 - $1.02 Million	12,111 Added 21.68%	67,983 $5.59 Million
Q3 2020 Nov 12, 2020	BUY	$74.11 - $89.04 $865,456 - $1.04 Million	11,678 Added 26.42%	55,872 $4.31 Million
Q2 2020 Aug 13, 2020	BUY	$47.07 - $76.08 $1.03 Million - $1.66 Million	21,879 Added 98.05%	44,194 $3.25 Million
Q1 2020 May 11, 2020	BUY	$48.86 - $87.67 $500,277 - $897,653	10,239 Added 84.79%	22,315 $1.2 Million
Q4 2019 Feb 06, 2020	BUY	$54.57 - $71.85 $658,987 - $867,660	12,076 New	12,076 $841,000

272

51.8M

38.3K

131K

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...

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