MG
ENV

Michael Gelband’s ENVESTNET, INC. ENV Stock Holding History

Michael Gelband’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
Q3 		– Sell
-4,564
Closed -$271K – 2289
2023
Q2 		$271K Buy
+4,564
New +$264K ﹤0.01% 1579
2021
Q2 		– Sell
-18,565
Closed -$1.34M – 3089
2021
Q1 		$1.34M Sell
18,565
-35,591
-66% -$2.77M 0.02% 756
2020
Q4 		$4.46M Sell
54,156
-8,282
-13% -$667K 0.04% 283
2020
Q3 		$4.82M Buy
62,438
+18,490
+42% +$1.48M 0.1% 182
2020
Q2 		$3.23M Buy
+43,948
New +$2.87M 0.08% 268
2020
Q1 		– Sell
-12,394
Closed -$863K – 1923
2019
Q4 		$863K Buy
12,394
+7,917
+177% +$515K 0.02% 617
2019
Q3 		$254K Buy
+4,477
New +$283K 0.01% 990

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 $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Michael Gelband's ENV Position: Q3 2023 in Review

Michael Gelband sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 4,564 shares — an estimated $271K sold.

Michael Gelband first reported a position in ENV in Q3 2019 and held it in 7 quarters. The position peaked at $4.82M in Q3 2020. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

  • Michael Gelband reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
  • Michael Gelband sold 4,564 ENVESTNET, INC. shares in Q3 2023, an estimated $271K.
  • Michael Gelband first reported a position in ENVESTNET, INC. in Q3 2019 and held it in 7 quarters.
  • Michael Gelband's ENVESTNET, INC. position peaked at $4.82M in Q3 2020.
  • 225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on ExodusPoint Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.