Connor, Clark & Lunn Investment Management (CC&L)’s ENVESTNET, INC. ENV Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-22,323	Closed	-$1.4M	–	1701
2024 Q2	$1.4M	Buy	+22,323	New	+$1.4M	0.01%	771
2024 Q1	–	Sell	-7,072	Closed	-$350K	–	1754
2023 Q4	$350K	Buy	+7,072	New	+$289K	﹤0.01%	1139
2022 Q4	–	Sell	-24,229	Closed	-$1.08M	–	1504
2022 Q3	$1.08M	Buy	24,229 +13,488	+126%	+$720K	0.01%	637
2022 Q2	$567K	Buy	+10,741	New	+$735K	﹤0.01%	749
2014 Q2	–	Sell	-27,700	Closed	-$1.23M	–	746
2014 Q1	$1.23M	Buy	27,700 +15,700	+131%	+$673K	0.01%	350
2013 Q4	$514K	Buy	+12,000	New	+$437K	﹤0.01%	489

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s ENV Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 22,323 shares — an estimated $1.4M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ENV in Q4 2013 and held it in 6 quarters. The position peaked at $1.4M in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 22,323 ENVESTNET, INC. shares in Q3 2024, an estimated $1.4M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in ENVESTNET, INC. in Q4 2013 and held it in 6 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s ENVESTNET, INC. position peaked at $1.4M in Q2 2024.
261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.