Nuveen’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-401,975
| Closed | -$25.2M | – | 3380 |
|
|
2024
Q3 | $25.2M | Sell |
401,975
-100,665
| -20% | -$6.28M | 0.01% | 1035 |
|
|
2024
Q2 | $31.5M | Buy |
502,640
+58,562
| +13% | +$3.68M | 0.01% | 853 |
|
|
2024
Q1 | $25.7M | Buy |
444,078
+193,596
| +77% | +$10.1M | 0.01% | 1016 |
|
|
2023
Q4 | $12.4M | Buy |
250,482
+8,775
| +4% | +$359K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $10.6M | Sell |
241,707
-250,664
| -51% | -$13.8M | ﹤0.01% | 1444 |
|
|
2023
Q2 | $29.2M | Buy |
492,371
+250,371
| +103% | +$14.5M | 0.01% | 846 |
|
|
2023
Q1 | $14.2M | Sell |
242,000
-437
| -0.2% | -$27.1K | 0.01% | 1263 |
|
|
2022
Q4 | $15M | Sell |
242,437
-18,690
| -7% | -$995K | 0.01% | 1228 |
|
|
2022
Q3 | $11.6M | Sell |
261,127
-4,498
| -2% | -$240K | ﹤0.01% | 1391 |
|
|
2022
Q2 | $14M | Sell |
265,625
-39,675
| -13% | -$2.71M | 0.01% | 1297 |
|
|
2022
Q1 | $22.9M | Buy |
305,300
+80,483
| +36% | +$5.89M | 0.01% | 1113 |
|
|
2021
Q4 | $17.8M | Sell |
224,817
-15,735
| -7% | -$1.28M | 0.01% | 1302 |
|
|
2021
Q3 | $19.3M | Sell |
240,552
-13,166
| -5% | -$1.01M | 0.01% | 1296 |
|
|
2021
Q2 | $19.2M | Buy |
253,718
+22,355
| +10% | +$1.64M | 0.01% | 1394 |
|
|
2021
Q1 | $16.7M | Buy |
231,363
+250
| +0.1% | +$19.4K | 0.01% | 1453 |
|
|
2020
Q4 | $19M | Sell |
231,113
-26,288
| -10% | -$2.12M | 0.01% | 1295 |
|
|
2020
Q3 | $19.9M | Sell |
257,401
-106,920
| -29% | -$8.54M | 0.01% | 1069 |
|
|
2020
Q2 | $26.8M | Buy |
364,321
+11,276
| +3% | +$737K | 0.01% | 862 |
|
|
2020
Q1 | $19M | Buy |
353,045
+8,855
| +3% | +$634K | 0.01% | 933 |
|
|
2019
Q4 | $24M | Buy |
344,190
+142,631
| +71% | +$9.27M | 0.01% | 1063 |
|
|
2019
Q3 | $11.4M | Buy |
201,559
+2,715
| +1% | +$171K | ﹤0.01% | 1477 |
|
|
2019
Q2 | $13.6M | Buy |
+198,844
| New | +$13.7M | 0.01% | 1410 |
|
|
2017
Q4 | – | Sell |
-32,044
| Closed | -$1.63M | – | 1192 |
|
|
2017
Q3 | $1.63M | Buy |
32,044
+134
| +0.4% | +$5.73K | 0.01% | 646 |
|
|
2017
Q2 | $1.26M | Sell |
31,910
-2,055
| -6% | -$73.9K | 0.01% | 698 |
|
|
2017
Q1 | $1.1M | Sell |
33,965
-539
| -2% | -$19.6K | 0.01% | 933 |
|
|
2016
Q4 | $1.22M | Sell |
34,504
-6,838
| -17% | -$245K | 0.01% | 1081 |
|
|
2016
Q3 | $1.51M | Sell |
41,342
-1,097
| -3% | -$41.6K | 0.01% | 908 |
|
|
2016
Q2 | $1.41M | Sell |
42,439
-1,951
| -4% | -$63K | 0.01% | 885 |
|
|
2016
Q1 | $1.21K | Buy |
+44,390
| New | +$1.04M | 0.01% | 953 |
|
Other funds holding ENV
Nuveen's ENV Position: Q4 2024 in Review
Nuveen sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 401,975 shares — an estimated $25.2M sold.
Nuveen first reported a position in ENV in Q1 2016 and held it in 29 quarters. The position peaked at $31.5M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.
- Nuveen reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
- Nuveen sold 401,975 ENVESTNET, INC. shares in Q4 2024, an estimated $25.2M.
- Nuveen first reported a position in ENVESTNET, INC. in Q1 2016 and held it in 29 quarters.
- Nuveen's ENVESTNET, INC. position peaked at $31.5M in Q2 2024.
- 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.
Based on Nuveen's 13F filing for Q4 2024, filed 14 Feb 2025.