Unified Ser Tr shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Unified Ser Tr
Tip: Access up to 7 years of quarterly data
All positions including Unified Ser Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Unified Ser Tr by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 75k | 38.51 |
| 2024-06-30 | $3.3M | 91k | 35.88 |
| 2024-03-31 | $3.3M | 88k | 37.92 |
| 2023-09-30 | $3.8M | 110k | 34.46 |
| 2023-06-30 | $2.0M | 57k | 35.36 |
| 2023-03-31 | $1.9M | 58k | 33.36 |
| 2022-12-31 | $1.6M | 49k | 31.76 |
| 2022-09-30 | $1.8M | 60k | 29.06 |
| 2022-06-30 | $1.8M | 61k | 30.39 |
| 2022-03-31 | $1.9M | 53k | 35.24 |
| 2021-12-31 | $921k | 25k | 37.50 |
| 2021-09-30 | $554k | 16k | 35.79 |
| 2021-06-30 | $500k | 14k | 36.00 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management