LOAME
ENV

Lombard Odier Asset Management (Europe)’s ENVESTNET, INC. ENV Stock Holding History

Lombard Odier Asset Management (Europe)’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
Q3 		– Sell
-35,000
Closed -$2.19M – 309
2024
Q2 		$2.19M Sell
35,000
-10,000
-22% -$629K 0.1% 192
2024
Q1 		$2.61M Buy
45,000
+5,000
+13% +$261K 0.16% 143
2023
Q4 		$1.98M Buy
+40,000
New +$1.64M 0.11% 162

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s ENV Position: Q3 2024 in Review

Lombard Odier Asset Management (Europe) sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 35,000 shares — an estimated $2.19M sold.

Lombard Odier Asset Management (Europe) first reported a position in ENV in Q4 2023 and held it in 3 quarters. The position peaked at $2.61M in Q1 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Lombard Odier Asset Management (Europe) reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Lombard Odier Asset Management (Europe) sold 35,000 ENVESTNET, INC. shares in Q3 2024, an estimated $2.19M.
  • Lombard Odier Asset Management (Europe) first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 3 quarters.
  • Lombard Odier Asset Management (Europe)'s ENVESTNET, INC. position peaked at $2.61M in Q1 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q3 2024, filed 14 Nov 2024.