CI
ENV

Cambiar Investors’s ENVESTNET, INC. ENV Stock Holding History

Cambiar Investors’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
Q3 		– Sell
-47,157
Closed -$2.95M – 148
2024
Q2 		$2.95M Hold
47,157
– – 0.12% 94
2024
Q1 		$2.73M Sell
47,157
-10,495
-18% -$548K 0.1% 98
2023
Q4 		$2.85M Buy
57,652
+22,823
+66% +$933K 0.11% 98
2023
Q3 		$1.53M Buy
34,829
+4,400
+14% +$242K 0.07% 140
2023
Q2 		$1.81M Sell
30,429
-15,793
-34% -$915K 0.08% 127
2023
Q1 		$2.71M Sell
46,222
-95
-0.2% -$5.9K 0.12% 101
2022
Q4 		$2.86M Buy
46,317
+16,383
+55% +$872K 0.13% 91
2022
Q3 		$1.33M Buy
29,934
+2,281
+8% +$122K 0.07% 128
2022
Q2 		$1.46M Sell
27,653
-6,199
-18% -$424K 0.07% 127
2022
Q1 		$2.52M Sell
33,852
-524
-2% -$38.4K 0.09% 106
2021
Q4 		$2.73M Sell
34,376
-2,312
-6% -$188K 0.09% 109
2021
Q3 		$2.94M Sell
36,688
-602
-2% -$46K 0.1% 106
2021
Q2 		$2.83M Sell
37,290
-4,916
-12% -$362K 0.09% 124
2021
Q1 		$3.05M Buy
+42,206
New +$3.28M 0.11% 103

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cambiar Investors's ENV Position: Q3 2024 in Review

Cambiar Investors sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 47,157 shares — an estimated $2.95M sold.

Cambiar Investors first reported a position in ENV in Q1 2021 and held it in 14 quarters. The position peaked at $3.05M in Q1 2021. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Cambiar Investors reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Cambiar Investors sold 47,157 ENVESTNET, INC. shares in Q3 2024, an estimated $2.95M.
  • Cambiar Investors first reported a position in ENVESTNET, INC. in Q1 2021 and held it in 14 quarters.
  • Cambiar Investors's ENVESTNET, INC. position peaked at $3.05M in Q1 2021.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Cambiar Investors's 13F filing for Q3 2024, filed 28 Oct 2024.