Ensign Peak Advisors
ENV

Ensign Peak Advisors’s ENVESTNET, INC. ENV Stock Holding History

Ensign Peak Advisors’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
-15,936
Closed -$997K – 1730
2024
Q2 		$997K Hold
15,936
– – ﹤0.01% 1279
2024
Q1 		$923K Sell
15,936
-804
-5% -$42K ﹤0.01% 1381
2023
Q4 		$829K Buy
16,740
+100
+0.6% +$4.09K ﹤0.01% 1484
2023
Q3 		$733K Hold
16,640
– – ﹤0.01% 1422
2023
Q2 		$988K Hold
16,640
– – ﹤0.01% 1264
2023
Q1 		$976K Buy
16,640
+2,900
+21% +$180K ﹤0.01% 1259
2022
Q4 		$848K Buy
13,740
+1,750
+15% +$93.2K ﹤0.01% 1295
2022
Q3 		$532K Hold
11,990
– – ﹤0.01% 1420
2022
Q2 		$633K Buy
11,990
+1,900
+19% +$130K ﹤0.01% 1342
2022
Q1 		$751K Buy
10,090
+3,390
+51% +$248K ﹤0.01% 1362
2021
Q4 		$532K Buy
6,700
+1,100
+20% +$89.5K ﹤0.01% 1607
2021
Q3 		$449K Buy
+5,600
New +$428K ﹤0.01% 1644
2020
Q1 		– Sell
-2,860
Closed -$199K – 1728
2019
Q4 		$199K Buy
+2,860
New +$186K ﹤0.01% 1618

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

Ensign Peak Advisors's ENV Position: Q3 2024 in Review

Ensign Peak Advisors sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 15,936 shares — an estimated $997K sold.

Ensign Peak Advisors first reported a position in ENV in Q4 2019 and held it in 13 quarters. The position peaked at $997K in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Ensign Peak Advisors reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Ensign Peak Advisors sold 15,936 ENVESTNET, INC. shares in Q3 2024, an estimated $997K.
  • Ensign Peak Advisors first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 13 quarters.
  • Ensign Peak Advisors's ENVESTNET, INC. position peaked at $997K in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Ensign Peak Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.