Envestnet shares owned by UBS Group
Historical chart of UBS Group investment in Envestnet
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Quarterly reported holdings in Envestnet by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 72k | 62.62 |
| 2024-06-30 | $1.8M | 28k | 62.59 |
| 2024-03-31 | $2.7M | 46k | 57.91 |
| 2023-12-31 | $2.8M | 57k | 49.52 |
| 2023-09-30 | $2.6M | 59k | 44.03 |
| 2023-06-30 | $1.0M | 18k | 59.33 |
| 2023-03-31 | $2.4M | 42k | 58.67 |
| 2022-12-31 | $3.0M | 48k | 61.70 |
| 2022-09-30 | $920k | 21k | 44.42 |
| 2022-06-30 | $1.2M | 22k | 52.59 |
| 2022-03-31 | $1.8M | 25k | 74.71 |
| 2021-12-31 | $4.8M | 60k | 79.33 |
| 2021-09-30 | $1.7M | 21k | 80.26 |
| 2021-06-30 | $1.9M | 26k | 75.91 |
| 2021-03-31 | $2.6M | 35k | 72.24 |
| 2020-12-31 | $2.8M | 34k | 83.33 |
| 2020-09-30 | $3.7M | 48k | 77.17 |
| 2020-06-30 | $5.2M | 70k | 73.53 |
| 2020-03-31 | $3.6M | 68k | 53.80 |
| 2019-12-31 | $8.1M | 116k | 69.64 |
| 2019-09-30 | $5.5M | 97k | 56.70 |
| 2019-06-30 | $5.7M | 83k | 68.37 |
| 2019-03-31 | $3.2M | 48k | 65.39 |
| 2018-12-31 | $3.6M | 73k | 49.21 |
| 2018-09-30 | $7.0M | 114k | 60.97 |
| 2018-06-30 | $3.6M | 65k | 54.99 |
| 2018-03-31 | $4.1M | 72k | 56.69 |
| 2017-12-31 | $22M | 437k | 49.97 |
| 2017-09-30 | $25M | 481k | 51.00 |
| 2017-06-30 | $22M | 553k | 39.60 |
| 2017-03-31 | $16M | 482k | 32.30 |
| 2016-12-31 | $16M | 447k | 35.25 |
| 2016-09-30 | $18M | 501k | 36.45 |
| 2016-06-30 | $18M | 524k | 34.00 |
| 2016-03-31 | $13M | 476k | 28.00 |
| 2015-12-31 | $13M | 430k | 29.85 |
| 2015-09-30 | $13M | 442k | 30.00 |
| 2015-03-31 | $9.3M | 167k | 56.00 |