INTECH Investment Management’s ENVESTNET, INC. ENV Stock Holding History

INTECH Investment Management’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	-16,114	Closed	-$1.01M	–	2444
2024 Q3	$1.01M	Buy	+16,114	New	+$1M	0.01%	801

Other funds holding ENV

SIS

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

INTECH Investment Management's ENV Position: Q4 2024 in Review

INTECH Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 16,114 shares — an estimated $1.01M sold.

INTECH Investment Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $1.01M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

INTECH Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
INTECH Investment Management sold 16,114 ENVESTNET, INC. shares in Q4 2024, an estimated $1.01M.
INTECH Investment Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
INTECH Investment Management's ENVESTNET, INC. position peaked at $1.01M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on INTECH Investment Management's 13F filing for Q4 2024, filed 11 Feb 2025.