New York Life Investment Management’s ENVESTNET, INC. ENV Stock Holding History

New York Life Investment 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	-109,109	Closed	-$6.83M	–	904
2024 Q3	$6.83M	Buy	+109,109	New	+$6.8M	0.07%	267
2024 Q2	–	Sell	-6,347	Closed	-$368K	–	1382
2024 Q1	$368K	Buy	+6,347	New	+$331K	﹤0.01%	1039
2023 Q1	–	Sell	-7,600	Closed	-$469K	–	1471
2022 Q4	$469K	Buy	7,600 +838	+12%	+$44.6K	0.01%	968
2022 Q3	$300K	Buy	6,762 +497	+8%	+$26.5K	﹤0.01%	1107
2022 Q2	$331K	Buy	+6,265	New	+$428K	﹤0.01%	1119

Other funds holding ENV

SIS

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

New York Life Investment Management's ENV Position: Q4 2024 in Review

New York Life Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 109,109 shares — an estimated $6.83M sold.

New York Life Investment Management first reported a position in ENV in Q2 2022 and held it in 5 quarters. The position peaked at $6.83M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

New York Life Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 109,109 ENVESTNET, INC. shares in Q4 2024, an estimated $6.83M.
New York Life Investment Management first reported a position in ENVESTNET, INC. in Q2 2022 and held it in 5 quarters.
New York Life Investment Management's ENVESTNET, INC. position peaked at $6.83M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.