MCM
ENV

Maltese Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Maltese Capital 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
Q2 		– Sell
-26,400
Closed -$1.53M – 102
2024
Q1 		$1.53M Buy
26,400
+16,400
+164% +$856K 0.29% 67
2023
Q4 		$495K Sell
10,000
-10,000
-50% -$409K 0.14% 81
2023
Q3 		$881K Buy
+20,000
New +$1.1M 0.34% 74
2020
Q3 		– Sell
-18,540
Closed -$1.36M – 183
2020
Q2 		$1.36M Buy
+18,540
New +$1.21M 0.18% 123

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Maltese Capital Management's ENV Position: Q2 2024 in Review

Maltese Capital Management sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 26,400 shares — an estimated $1.53M sold.

Maltese Capital Management first reported a position in ENV in Q2 2020 and held it in 4 quarters. The position peaked at $1.53M in Q1 2024. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

  • Maltese Capital Management reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
  • Maltese Capital Management sold 26,400 ENVESTNET, INC. shares in Q2 2024, an estimated $1.53M.
  • Maltese Capital Management first reported a position in ENVESTNET, INC. in Q2 2020 and held it in 4 quarters.
  • Maltese Capital Management's ENVESTNET, INC. position peaked at $1.53M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on Maltese Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.