AB
ENV

Amalgamated Bank’s ENVESTNET, INC. ENV Stock Holding History

Amalgamated Bank’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
-14,816
Closed -$928K – 3019
2024
Q3 		$928K Sell
14,816
-506
-3% -$31.6K 0.01% 1077
2024
Q2 		$959K Sell
15,322
-533
-3% -$33.5K 0.01% 1054
2024
Q1 		$918K Sell
15,855
-5,538
-26% -$289K 0.01% 1080
2023
Q4 		$1.06M Sell
21,393
-9,576
-31% -$392K 0.01% 1140
2023
Q3 		$1.36M Sell
30,969
-4,170
-12% -$229K 0.01% 1009
2023
Q2 		$2.08M Sell
35,139
-1,826
-5% -$106K 0.02% 864
2023
Q1 		$2.17M Sell
36,965
-2,168
-6% -$135K 0.02% 831
2022
Q4 		$2.42M Buy
39,133
+812
+2% +$43.2K 0.02% 829
2022
Q3 		$1.7M Buy
38,321
+875
+2% +$46.7K 0.02% 911
2022
Q2 		$1.98M Buy
37,446
+506
+1% +$34.6K 0.02% 868
2022
Q1 		$2.75M Sell
36,940
-1,768
-5% -$129K 0.02% 794
2021
Q4 		$3.07M Buy
38,708
+214
+0.6% +$17.4K 0.02% 755
2021
Q3 		$3.09M Sell
38,494
-4,032
-9% -$308K 0.03% 739
2021
Q2 		$3.23M Buy
42,526
+34,966
+463% +$2.57M 0.03% 755
2021
Q1 		$546K Sell
7,560
-738
-9% -$57.4K 0.02% 926
2020
Q4 		$683K Buy
8,298
+43
+0.5% +$3.46K 0.03% 784
2020
Q3 		$637K Sell
8,255
-243
-3% -$19.4K 0.03% 707
2020
Q2 		$625K Sell
8,498
-94
-1% -$6.14K 0.03% 692
2020
Q1 		$462K Sell
8,592
-270
-3% -$19.3K 0.01% 947
2019
Q4 		$617K Buy
8,862
+404
+5% +$26.3K 0.01% 1012
2019
Q3 		$480K Sell
8,458
-113
-1% -$7.13K 0.01% 1061
2019
Q2 		$586K Buy
8,571
+1,810
+27% +$124K 0.01% 993
2019
Q1 		$442K Buy
6,761
+273
+4% +$15.7K 0.01% 1063
2018
Q4 		$319K Buy
+6,488
New +$348K 0.01% 1145
2018
Q3 		– Sell
-6,759
Closed -$371K – 1754
2018
Q2 		$371K Buy
6,759
+942
+16% +$52.3K 0.01% 1188
2018
Q1 		$333K Sell
5,817
-48
-0.8% -$2.64K 0.01% 1159
2017
Q4 		$292K Buy
5,865
+381
+7% +$19.7K 0.01% 1279
2017
Q3 		$280K Sell
5,484
-53
-1% -$2.27K 0.01% 1254
2017
Q2 		$219K Buy
+5,537
New +$199K 0.01% 1379

Other funds holding ENV

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

Amalgamated Bank's ENV Position: Q4 2024 in Review

Amalgamated Bank sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 14,816 shares — an estimated $928K sold.

Amalgamated Bank first reported a position in ENV in Q2 2017 and held it in 29 quarters. The position peaked at $3.23M in Q2 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Amalgamated Bank reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Amalgamated Bank sold 14,816 ENVESTNET, INC. shares in Q4 2024, an estimated $928K.
  • Amalgamated Bank first reported a position in ENVESTNET, INC. in Q2 2017 and held it in 29 quarters.
  • Amalgamated Bank's ENVESTNET, INC. position peaked at $3.23M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Amalgamated Bank's 13F filing for Q4 2024, filed 4 Feb 2025.