Northwestern Mutual Investment Management Company’s ENVESTNET, INC. ENV Stock Holding History

Northwestern Mutual Investment Management Company’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 Q4	–	Sell	-11,006	Closed	-$485K	–	896
2023 Q3	$485K	Sell	11,006 -1,085	-9%	-$59.6K	0.01%	746
2023 Q2	$718K	Sell	12,091 -183	-1%	-$10.6K	0.02%	621
2023 Q1	$720K	Buy	12,274 +7,154	+140%	+$444K	0.02%	598
2022 Q4	$316K	Sell	5,120 -2,852	-36%	-$152K	0.01%	725
2022 Q3	$354K	Sell	7,972 -1,266	-14%	-$67.6K	0.01%	771
2022 Q2	$487K	Buy	9,238 +162	+2%	+$11.1K	0.01%	727
2022 Q1	$676K	Buy	9,076 +18	+0.2%	+$1.32K	0.01%	656
2021 Q4	$719K	Buy	9,058 +53	+0.6%	+$4.32K	0.01%	680
2021 Q3	$723K	Sell	9,005 -59	-0.7%	-$4.51K	0.01%	645
2021 Q2	$688K	Buy	+9,064	New	+$667K	0.01%	669

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Northwestern Mutual Investment Management Company's ENV Position: Q4 2023 in Review

Northwestern Mutual Investment Management Company sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 11,006 shares — an estimated $485K sold.

Northwestern Mutual Investment Management Company first reported a position in ENV in Q2 2021 and held it in 10 quarters. The position peaked at $723K in Q3 2021. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

Northwestern Mutual Investment Management Company reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Investment Management Company sold 11,006 ENVESTNET, INC. shares in Q4 2023, an estimated $485K.
Northwestern Mutual Investment Management Company first reported a position in ENVESTNET, INC. in Q2 2021 and held it in 10 quarters.
Northwestern Mutual Investment Management Company's ENVESTNET, INC. position peaked at $723K in Q3 2021.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on Northwestern Mutual Investment Management Company's 13F filing for Q4 2023, filed 13 Feb 2024.