Envestnet Asset Management
MITT

Envestnet Asset Management’s TPG Mortgage Investment Trust MITT Stock Holding History

Envestnet Asset Management’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,939
Closed -$112K – 4357
2024
Q3 		$112K Hold
14,939
– – ﹤0.01% 4119
2024
Q2 		$99.2K Hold
14,939
– – ﹤0.01% 4055
2024
Q1 		$91.4K Buy
+14,939
New +$91.8K ﹤0.01% 4068
2022
Q1 		– Sell
-20,065
Closed -$206K – 4013
2021
Q4 		$206K Buy
+20,065
New +$227K ﹤0.01% 3648
2020
Q3 		– Sell
-7,902
Closed -$76K – 3148
2020
Q2 		$76K Buy
+7,902
New +$75.5K ﹤0.01% 3005

Other funds holding MITT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Envestnet Asset Management sold out of TPG Mortgage Investment Trust (MITT) in Q4 2024, closing a stake of 14,939 shares — an estimated $112K sold.

Envestnet Asset Management first reported a position in MITT in Q2 2020 and held it in 5 quarters. The position peaked at $206K in Q4 2021. 87 funds tracked by Wall St. Rank hold MITT as of Q4 2024.

  • Envestnet Asset Management reported no remaining TPG Mortgage Investment Trust position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 14,939 TPG Mortgage Investment Trust shares in Q4 2024, an estimated $112K.
  • Envestnet Asset Management first reported a position in TPG Mortgage Investment Trust in Q2 2020 and held it in 5 quarters.
  • Envestnet Asset Management's TPG Mortgage Investment Trust position peaked at $206K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q4 2024.

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