CM
ENV

Crystalline Management’s ENVESTNET, INC. ENV Stock Holding History

Crystalline 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
Q3 		$626K Buy
+10,000
New +$624K 0.56% 38

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Crystalline Management's ENV Position: Q3 2024 in Review

Crystalline Management opened a new position in ENVESTNET, INC. (ENV) in Q3 2024: 10,000 shares worth $626K. The stake represents 0.56% of the portfolio and ranks #38 among its holdings.

261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Crystalline Management held 10,000 shares of ENVESTNET, INC. worth $626K as of Q3 2024.
  • ENVESTNET, INC. was a new Crystalline Management position in Q3 2024.
  • ENVESTNET, INC. made up 0.56% of Crystalline Management's portfolio in Q3 2024, its #38 holding.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Crystalline Management's 13F filing for Q3 2024, filed 8 Nov 2024.