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SCEPSCEP
2 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in STERLING CAP FDS

ENVESTNET ASSET MANAGEMENT INC holds 269,384 shares of SCEP (STERLING CAP FDS), worth $6.7M as of 2026-Q2. The position was increased (+58.0% shares). SCEP represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$6.7M

Current Shares

269,384

Total Value Change

+$2.7M

Total Shares Change

+98,924

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
269,384
+58.0%
$6.7M0.0%$24.71
39
2026-Q1
New
170,460
-
$4M0.0%$22.90
37

Other major holders of SCEP: AE Wealth Management LLC, TRUIST FINANCIAL CORP, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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