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Envestnet shares owned by Sandler O'Neill Asset Management

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Sandler O'Neill Asset Management from 13F filings

Historical chart of Sandler O'Neill Asset Management investment in Envestnet

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All positions including Envestnet held by Sandler O'Neill Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Sandler O'Neill Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $495k 10k 49.52
2023-09-30 $881k 20k 44.03
2020-06-30 $1.4M 19k 73.52

More positions owned by Sandler O'Neill Asset Management

Wells Fargo & Company (WFC)
Western Alliance Bancorporation (WAL)
M&T Bank Corporation (MTB)
Columbia Banking System (COLB)
First Ctzns Bancshares Inc N Cl A (FCNCA)
Webster Financial Corporation (WBS)
Lennar Corp CL B (LEN.B)
East West Ban (EWBC)
Us Bancorp Del Com New (USB)
National Bk Hldgs Corp Cl A (NBHC)
Zions Bancorporation (ZION)
Primis Financial Corp (FRST)
Citigroup Com New (C)
WestAmerica Ban (WABC)
Ameris Ban (ABCB)

View all positions for Sandler O'Neill Asset Management

Top funds holding Envestnet

Vanguard Group
Impactive Capital
Jpmorgan Chase & Co
Van Berkom & Associates
Hsbc Holdings
Brown Advisory Holdings Incorporated
Earnest Partners
Henderson Group
ClearBridge Advisors
Geneva Capital Management
Dimensional Fund Advisors
Fisher Investments
Bank of America Corporation
Bank Of Montreal
Royal Bank of Canada

View all funds holding Envestnet