Mitsubishi UFJ Asset Management
ENV

Mitsubishi UFJ Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Mitsubishi UFJ Asset 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
-135
Closed -$8.45K – 1619
2024
Q3 		$8.45K Hold
135
– – ﹤0.01% 1299
2024
Q2 		$8.45K Hold
135
– – ﹤0.01% 1248
2024
Q1 		$7.82K Hold
135
– – ﹤0.01% 1214
2023
Q4 		$6.54K Hold
135
– – ﹤0.01% 1230
2023
Q3 		$5.94K Buy
+135
New +$7.42K ﹤0.01% 1208

Other funds holding ENV

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

Mitsubishi UFJ Asset Management's ENV Position: Q4 2024 in Review

Mitsubishi UFJ Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 135 shares — an estimated $8.45K sold.

Mitsubishi UFJ Asset Management first reported a position in ENV in Q3 2023 and held it in 5 quarters. The position peaked at $8.45K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Mitsubishi UFJ Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 135 ENVESTNET, INC. shares in Q4 2024, an estimated $8.45K.
  • Mitsubishi UFJ Asset Management first reported a position in ENVESTNET, INC. in Q3 2023 and held it in 5 quarters.
  • Mitsubishi UFJ Asset Management's ENVESTNET, INC. position peaked at $8.45K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.