Envestnet shares owned by Portman Square Capital
Quarter-by-quarter ownership of Envestnet (ENV) shares owned by Portman Square Capital
from 13F filings
Historical chart of Portman Square Capital investment in Envestnet
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All positions including Envestnet held by Portman Square Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Envestnet by Portman Square Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 210k | 57.91 |
| 2023-12-31 | $15M | 305k | 49.52 |
| 2023-09-30 | $17M | 375k | 44.03 |
| 2023-06-30 | $21M | 350k | 59.35 |
| 2023-03-31 | $19M | 326k | 58.67 |
| 2022-12-31 | $21M | 335k | 61.70 |