Acadian Asset Management
ENV

Acadian Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Acadian Asset Management’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,406
Closed -$213K – 2278
2024
Q3 		$213K Buy
+3,406
New +$212K ﹤0.01% 1342
2018
Q2 		– Sell
-6,548
Closed -$375K – 1977
2018
Q1 		$375K Buy
+6,548
New +$360K ﹤0.01% 928

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Acadian Asset Management's ENV Position: Q4 2024 in Review

Acadian Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,406 shares — an estimated $213K sold.

Acadian Asset Management first reported a position in ENV in Q1 2018 and held it in 2 quarters. The position peaked at $375K in Q1 2018. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Acadian Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 3,406 ENVESTNET, INC. shares in Q4 2024, an estimated $213K.
  • Acadian Asset Management first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 2 quarters.
  • Acadian Asset Management's ENVESTNET, INC. position peaked at $375K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.