Handelsbanken Fonder’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,823
| Closed | -$552K | – | 1591 |
|
|
2024
Q3 | $552K | Hold |
8,823
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q2 | $552K | Sell |
8,823
-12,300
| -58% | -$774K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1.22M | Buy |
21,123
+3,400
| +19% | +$177K | 0.01% | 770 |
|
|
2023
Q4 | $878K | Buy |
17,723
+10,800
| +156% | +$442K | ﹤0.01% | 856 |
|
|
2023
Q3 | $305K | Hold |
6,923
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q2 | $411K | Hold |
6,923
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q1 | $406K | Hold |
6,923
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q4 | $427K | Hold |
6,923
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q3 | $307K | Hold |
6,923
| – | – | ﹤0.01% | 1245 |
|
|
2022
Q2 | $365K | Hold |
6,923
| – | – | ﹤0.01% | 1212 |
|
|
2022
Q1 | $515K | Sell |
6,923
-4,200
| -38% | -$308K | ﹤0.01% | 1186 |
|
|
2021
Q4 | $882K | Hold |
11,123
| – | – | ﹤0.01% | 961 |
|
|
2021
Q3 | $893K | Hold |
11,123
| – | – | ﹤0.01% | 968 |
|
|
2021
Q2 | $844K | Buy |
11,123
+2,500
| +29% | +$184K | ﹤0.01% | 1022 |
|
|
2021
Q1 | $623K | Hold |
8,623
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q4 | $710K | Hold |
8,623
| – | – | ﹤0.01% | 979 |
|
|
2020
Q3 | $665K | Hold |
8,623
| – | – | ﹤0.01% | 869 |
|
|
2020
Q2 | $634K | Buy |
+8,623
| New | +$563K | 0.01% | 850 |
|
Other funds holding ENV
Handelsbanken Fonder's ENV Position: Q4 2024 in Review
Handelsbanken Fonder sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 8,823 shares — an estimated $552K sold.
Handelsbanken Fonder first reported a position in ENV in Q2 2020 and held it in 18 quarters. The position peaked at $1.22M in Q1 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.
- Handelsbanken Fonder reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
- Handelsbanken Fonder sold 8,823 ENVESTNET, INC. shares in Q4 2024, an estimated $552K.
- Handelsbanken Fonder first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 18 quarters.
- Handelsbanken Fonder's ENVESTNET, INC. position peaked at $1.22M in Q1 2024.
- 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.
Based on Handelsbanken Fonder's 13F filing for Q4 2024, filed 3 Feb 2025.