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Envestnet shares owned by Osterweis Capital Management

Quarter-by-quarter ownership of Envestnet shares owned by Osterweis Capital Management from 13F filings

Historical chart of Osterweis Capital Management investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by Osterweis Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Envestnet by Osterweis Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 9.5M 0.94
2023-09-30 $8.8M 9.5M 0.93
2023-06-30 $8.8M 9.5M 0.92
2023-03-31 $8.6M 9.5M 0.91
2022-12-31 $8.6M 9.5M 0.91
2022-09-30 $8.0M 9.5M 0.84
2022-06-30 $8.1M 9.5M 0.86