Jump Financial’s ENVESTNET, INC. ENV Stock Holding History

Jump Financial’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
2023 Q4	–	Sell	-12,034	Closed	-$530K	–	2398
2023 Q3	$530K	Buy	+12,034	New	+$661K	0.02%	989

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Jump Financial's ENV Position: Q4 2023 in Review

Jump Financial sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 12,034 shares — an estimated $530K sold.

Jump Financial first reported a position in ENV in Q3 2023 and held it in 1 quarter. The position peaked at $530K in Q3 2023. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Jump Financial reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Jump Financial sold 12,034 ENVESTNET, INC. shares in Q4 2023, an estimated $530K.
Jump Financial first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 1 quarter.
Jump Financial's ENVESTNET, INC. position peaked at $530K in Q3 2023.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.