EARNEST Partners
ENV

EARNEST Partners’s ENVESTNET, INC. ENV Stock Holding History

EARNEST Partners’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
Q2 		– Sell
-1,457,319
Closed -$84.4M – 289
2024
Q1 		$84.4M Sell
1,457,319
-15,784
-1% -$824K 0.39% 100
2023
Q4 		$72.9M Sell
1,473,103
-62,970
-4% -$2.58M 0.36% 113
2023
Q3 		$67.6M Sell
1,536,073
-47,938
-3% -$2.63M 0.39% 107
2023
Q2 		$94M Sell
1,584,011
-263,380
-14% -$15.3M 0.53% 77
2023
Q1 		$108M Buy
1,847,391
+195,021
+12% +$12.1M 0.63% 57
2022
Q4 		$102M Buy
+1,652,370
New +$88M 0.62% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

EARNEST Partners's ENV Position: Q2 2024 in Review

EARNEST Partners sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 1,457,319 shares — an estimated $84.4M sold.

EARNEST Partners first reported a position in ENV in Q4 2022 and held it in 6 quarters. The position peaked at $108M in Q1 2023. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

  • EARNEST Partners reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
  • EARNEST Partners sold 1,457,319 ENVESTNET, INC. shares in Q2 2024, an estimated $84.4M.
  • EARNEST Partners first reported a position in ENVESTNET, INC. in Q4 2022 and held it in 6 quarters.
  • EARNEST Partners's ENVESTNET, INC. position peaked at $108M in Q1 2023.
  • 252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on EARNEST Partners's 13F filing for Q2 2024, filed 14 Aug 2024.