PRC
ENV

Pearl River Capital’s ENVESTNET, INC. ENV Stock Holding History

Pearl River Capital’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
Q3 		– Sell
-17,377
Closed -$1.09M – 400
2024
Q2 		$1.09M Buy
+17,377
New +$1.09M 0.17% 168
2021
Q1 		– Sell
-4,756
Closed -$391K – 560
2020
Q4 		$391K Buy
4,756
+472
+11% +$38K 0.14% 227
2020
Q3 		$331K Buy
+4,284
New +$342K 0.14% 231

Other funds holding ENV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.38B AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Pearl River Capital's ENV Position: Q3 2024 in Review

Pearl River Capital sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 17,377 shares — an estimated $1.09M sold.

Pearl River Capital first reported a position in ENV in Q3 2020 and held it in 3 quarters. The position peaked at $1.09M in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Pearl River Capital reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Pearl River Capital sold 17,377 ENVESTNET, INC. shares in Q3 2024, an estimated $1.09M.
  • Pearl River Capital first reported a position in ENVESTNET, INC. in Q3 2020 and held it in 3 quarters.
  • Pearl River Capital's ENVESTNET, INC. position peaked at $1.09M in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.