Envestnet Asset Management
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Envestnet Asset Management’s Definitive Healthcare DH Stock Holding History

Envestnet Asset Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,182
Closed -$45.5K – 4326
2024
Q3 		$45.5K Sell
10,182
-211,711
-95% -$993K ﹤0.01% 4182
2024
Q2 		$1.21M Sell
221,893
-60,951
-22% -$384K ﹤0.01% 2908
2024
Q1 		$2.28M Buy
282,844
+32,485
+13% +$287K ﹤0.01% 2492
2023
Q4 		$2.49M Sell
250,359
-132,792
-35% -$1.04M ﹤0.01% 2332
2023
Q3 		$3.06M Buy
383,151
+112,718
+42% +$1.13M ﹤0.01% 2120
2023
Q2 		$2.97M Buy
270,433
+21,553
+9% +$222K ﹤0.01% 2035
2023
Q1 		$2.57M Buy
248,880
+32,329
+15% +$381K ﹤0.01% 2051
2022
Q4 		$2.38M Sell
216,551
-21,237
-9% -$273K ﹤0.01% 2041
2022
Q3 		$3.69M Buy
237,788
+93,825
+65% +$2.06M ﹤0.01% 1691
2022
Q2 		$3.3M Buy
143,963
+121,333
+536% +$2.6M ﹤0.01% 1769
2022
Q1 		$558K Buy
22,630
+1,890
+9% +$42.7K ﹤0.01% 3054
2021
Q4 		$567K Buy
20,740
+15,395
+288% +$539K ﹤0.01% 2991
2021
Q3 		$229K Buy
+5,345
New +$237K ﹤0.01% 3434

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Asset Management's DH Position: Q4 2024 in Review

Envestnet Asset Management sold out of Definitive Healthcare (DH) in Q4 2024, closing a stake of 10,182 shares — an estimated $45.5K sold.

Envestnet Asset Management first reported a position in DH in Q3 2021 and held it in 13 quarters. The position peaked at $3.69M in Q3 2022. 128 funds tracked by Wall St. Rank hold DH as of Q4 2024.

  • Envestnet Asset Management reported no remaining Definitive Healthcare position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 10,182 Definitive Healthcare shares in Q4 2024, an estimated $45.5K.
  • Envestnet Asset Management first reported a position in Definitive Healthcare in Q3 2021 and held it in 13 quarters.
  • Envestnet Asset Management's Definitive Healthcare position peaked at $3.69M in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.