Ellevest Inc’s Enviri NVRI Stock Holding History

Ellevest Inc’s Portfolio NVRI Stock Details NVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-58	Closed	-$1K	–	1571
2021 Q3	$1K	Buy	+58	New	+$1.07K	﹤0.01%	1290
2020 Q2	–	Sell	-102	Closed	-$1K	–	1270
2020 Q1	$1K	Buy	+102	New	+$1.39K	﹤0.01%	939

Other funds holding NVRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ellevest Inc's NVRI Position: Q4 2021 in Review

Ellevest Inc sold out of Enviri (NVRI) in Q4 2021, closing a stake of 58 shares — an estimated $1K sold.

Ellevest Inc first reported a position in NVRI in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 184 funds tracked by Wall St. Rank hold NVRI as of Q4 2021.

Ellevest Inc reported no remaining Enviri position as of Q4 2021 after selling out during the quarter.
Ellevest Inc sold 58 Enviri shares in Q4 2021, an estimated $1K.
Ellevest Inc first reported a position in Enviri in Q1 2020 and held it in 2 quarters.
Ellevest Inc's Enviri position peaked at $1K in Q3 2021.
184 funds tracked by Wall St. Rank held Enviri as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.