Envestnet Asset Management’s Li Auto LI Stock Holding History

Envestnet Asset Management’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,341	Closed	-$297K	–	4112
2023 Q3	$297K	Buy	+8,341	New	+$329K	﹤0.01%	3535

Other funds holding LI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XXIP

Xiamen Xinweidachuang Investment Partnership Xiamen, China $87.8M AUM 29.25% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BAM

Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 9.81% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management's LI Position: Q4 2023 in Review

Envestnet Asset Management sold out of Li Auto (LI) in Q4 2023, closing a stake of 8,341 shares — an estimated $297K sold.

Envestnet Asset Management first reported a position in LI in Q3 2023 and held it in 1 quarter. The position peaked at $297K in Q3 2023. 250 funds tracked by Wall St. Rank hold LI as of Q4 2023.

Envestnet Asset Management reported no remaining Li Auto position as of Q4 2023 after selling out during the quarter.
Envestnet Asset Management sold 8,341 Li Auto shares in Q4 2023, an estimated $297K.
Envestnet Asset Management first reported a position in Li Auto in Q3 2023 and held it in 1 quarter.
Envestnet Asset Management's Li Auto position peaked at $297K in Q3 2023.
250 funds tracked by Wall St. Rank held Li Auto as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.