Envestnet shares owned by Bamco
Historical chart of Bamco investment in Envestnet
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All positions including Envestnet held by Bamco consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Envestnet by Bamco
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $990k | 17k | 57.91 |
| 2023-12-31 | $846k | 17k | 49.52 |
| 2023-09-30 | $1.4M | 32k | 44.03 |
| 2023-06-30 | $1.9M | 32k | 59.35 |
| 2023-03-31 | $2.5M | 42k | 58.67 |
| 2022-12-31 | $2.6M | 42k | 61.70 |
| 2022-09-30 | $2.0M | 44k | 44.40 |
| 2022-06-30 | $2.3M | 44k | 52.78 |
| 2022-03-31 | $3.3M | 44k | 74.44 |
| 2021-12-31 | $3.5M | 44k | 79.35 |
| 2021-09-30 | $3.6M | 44k | 80.25 |
| 2021-06-30 | $3.4M | 44k | 75.86 |
| 2021-03-31 | $3.2M | 44k | 72.23 |
| 2020-12-31 | $3.7M | 44k | 82.30 |
| 2020-09-30 | $3.5M | 45k | 77.17 |
| 2020-06-30 | $3.5M | 48k | 73.55 |
| 2020-03-31 | $2.6M | 48k | 53.78 |
| 2019-12-31 | $5.5M | 78k | 69.63 |
| 2019-09-30 | $5.6M | 98k | 56.70 |
| 2019-06-30 | $6.7M | 98k | 68.37 |
| 2019-03-31 | $6.4M | 98k | 65.39 |
| 2018-12-31 | $4.8M | 98k | 49.19 |
| 2018-09-30 | $6.0M | 98k | 60.95 |
| 2018-06-30 | $5.4M | 98k | 54.95 |
| 2018-03-31 | $5.6M | 98k | 57.30 |
| 2017-12-31 | $5.4M | 109k | 49.85 |
| 2017-09-30 | $6.8M | 134k | 51.00 |
| 2017-06-30 | $5.3M | 134k | 39.60 |
| 2017-03-31 | $3.5M | 109k | 32.30 |
| 2016-12-31 | $3.1M | 88k | 35.25 |
| 2016-09-30 | $2.6M | 70k | 36.45 |
| 2016-06-30 | $2.2M | 67k | 33.32 |
| 2016-03-31 | $1.9M | 71k | 27.20 |
| 2015-12-31 | $2.5M | 84k | 29.85 |
| 2015-09-30 | $5.7M | 191k | 29.97 |
| 2015-06-30 | $7.5M | 185k | 40.43 |
| 2015-03-31 | $10M | 183k | 56.08 |
| 2014-12-31 | $8.8M | 180k | 49.14 |
| 2014-09-30 | $8.0M | 177k | 45.00 |
| 2014-06-30 | $8.4M | 173k | 48.92 |
| 2014-03-31 | $7.1M | 176k | 40.18 |
| 2013-12-31 | $6.7M | 167k | 40.30 |