Federated Hermes
ENV

Federated Hermes’s ENVESTNET, INC. ENV Stock Holding History

Federated Hermes’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
Q4 		– Sell
-2,700
Closed -$169K – 2228
2024
Q3 		$169K Hold
2,700
– – ﹤0.01% 1506
2024
Q2 		$169K Buy
2,700
+1,200
+80% +$75.5K ﹤0.01% 1507
2024
Q1 		$86.9K Hold
1,500
– – ﹤0.01% 1580
2023
Q4 		$74.3K Sell
1,500
-123,538
-99% -$5.05M ﹤0.01% 1606
2023
Q3 		$5.51M Sell
125,038
-231,258
-65% -$12.7M 0.01% 667
2023
Q2 		$21.1M Sell
356,296
-1,851
-0.5% -$107K 0.05% 373
2023
Q1 		$21M Sell
358,147
-140,387
-28% -$8.72M 0.05% 380
2022
Q4 		$30.8M Sell
498,534
-201,546
-29% -$10.7M 0.09% 286
2022
Q3 		$31.1M Sell
700,080
-82,772
-11% -$4.42M 0.09% 283
2022
Q2 		$41.3M Sell
782,852
-595,322
-43% -$40.7M 0.11% 234
2022
Q1 		$103M Sell
1,378,174
-240,177
-15% -$17.6M 0.23% 115
2021
Q4 		$128M Buy
1,618,351
+68
+0% +$5.54K 0.24% 110
2021
Q3 		$130M Sell
1,618,283
-1,527
-0.1% -$117K 0.25% 109
2021
Q2 		$123M Buy
1,619,810
+10,847
+0.7% +$798K 0.23% 115
2021
Q1 		$116M Buy
1,608,963
+760,028
+90% +$59.1M 0.23% 121
2020
Q4 		$69.9M Buy
848,935
+116,992
+16% +$9.43M 0.14% 180
2020
Q3 		$56.5M Buy
731,943
+58,543
+9% +$4.68M 0.13% 183
2020
Q2 		$49.5M Buy
673,400
+53,000
+9% +$3.46M 0.12% 195
2020
Q1 		$33.4M Sell
620,400
-450,156
-42% -$32.3M 0.1% 227
2019
Q4 		$74.5M Buy
1,070,556
+301,196
+39% +$19.6M 0.17% 145
2019
Q3 		$43.6M Buy
769,360
+359,360
+88% +$22.7M 0.11% 217
2019
Q2 		$28M Buy
410,000
+143,807
+54% +$9.87M 0.07% 290
2019
Q1 		$17.4M Buy
266,193
+66,193
+33% +$3.81M 0.04% 376
2018
Q4 		$9.84M Buy
200,000
+80,000
+67% +$4.29M 0.03% 497
2018
Q3 		$7.31M Hold
120,000
– – 0.02% 689
2018
Q2 		$6.59M Sell
120,000
-65
-0.1% -$3.61K 0.02% 605
2018
Q1 		$6.88M Buy
120,065
+3
+0% +$165 0.02% 530
2017
Q4 		$5.99M Buy
120,062
+62
+0.1% +$3.21K 0.02% 556
2017
Q3 		$6.12M Hold
120,000
– – 0.02% 505
2017
Q2 		$4.75M Hold
120,000
– – 0.01% 595
2017
Q1 		$3.88M Hold
120,000
– – 0.01% 670
2016
Q4 		$4.23M Hold
120,000
– – 0.01% 606
2016
Q3 		$4.37M Hold
120,000
– – 0.01% 604
2016
Q2 		$4M Hold
120,000
– – 0.01% 610
2016
Q1 		$3.26M Buy
+120,000
New +$2.82M 0.01% 663
2015
Q3 		– Sell
-200,000
Closed -$8.09M – 2151
2015
Q2 		$8.09M Hold
200,000
– – 0.02% 504
2015
Q1 		$11.2M Sell
200,000
-14,287
-7% -$762K 0.03% 433
2014
Q4 		$10.5M Sell
214,287
-319,313
-60% -$15M 0.03% 436
2014
Q3 		$24M Sell
533,600
-6,700
-1% -$307K 0.08% 254
2014
Q2 		$26.4M Sell
540,300
-23,900
-4% -$967K 0.08% 235
2014
Q1 		$22.7M Sell
564,200
-43,500
-7% -$1.86M 0.08% 259
2013
Q4 		$24.5M Sell
607,700
-44,387
-7% -$1.62M 0.08% 220
2013
Q3 		$20.2M Sell
652,087
-328,633
-34% -$9.12M 0.08% 219
2013
Q2 		$24.1M Buy
+980,720
New +$19.9M 0.1% 180

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Federated Hermes's ENV Position: Q4 2024 in Review

Federated Hermes sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 2,700 shares — an estimated $169K sold.

Federated Hermes first reported a position in ENV in Q2 2013 and held it in 44 quarters. The position peaked at $130M in Q3 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Federated Hermes reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Federated Hermes sold 2,700 ENVESTNET, INC. shares in Q4 2024, an estimated $169K.
  • Federated Hermes first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 44 quarters.
  • Federated Hermes's ENVESTNET, INC. position peaked at $130M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Federated Hermes's 13F filing for Q4 2024, filed 13 Feb 2025.