Envestnet Asset Management
SVV icon

Envestnet Asset Management’s Savers SVV Stock Holding History

Envestnet Asset Management’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,464
Closed -$220K – 4466
2024
Q4 		$220K Sell
21,464
-9,101
-30% -$90.4K ﹤0.01% 4051
2024
Q3 		$322K Sell
30,565
-3,553
-10% -$36.2K ﹤0.01% 3782
2024
Q2 		$418K Sell
34,118
-25,627
-43% -$383K ﹤0.01% 3551
2024
Q1 		$1.15M Buy
59,745
+39,156
+190% +$731K ﹤0.01% 2937
2023
Q4 		$358K Buy
+20,589
New +$312K ﹤0.01% 3512

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Envestnet Asset Management's SVV Position: Q1 2025 in Review

Envestnet Asset Management sold out of Savers (SVV) in Q1 2025, closing a stake of 21,464 shares — an estimated $220K sold.

Envestnet Asset Management first reported a position in SVV in Q4 2023 and held it in 5 quarters. The position peaked at $1.15M in Q1 2024. 107 funds tracked by Wall St. Rank hold SVV as of Q1 2025.

  • Envestnet Asset Management reported no remaining Savers position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 21,464 Savers shares in Q1 2025, an estimated $220K.
  • Envestnet Asset Management first reported a position in Savers in Q4 2023 and held it in 5 quarters.
  • Envestnet Asset Management's Savers position peaked at $1.15M in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Savers as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.