Schroder Investment Management Group
ENV

Schroder Investment Management Group’s ENVESTNET, INC. ENV Stock Holding History

Schroder Investment Management Group’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
-843,665
Closed -$52.8M – 1283
2024
Q2 		$52.8M Buy
843,665
+50,199
+6% +$3.16M 0.06% 269
2024
Q1 		$45.9M Buy
793,466
+352,663
+80% +$18.4M 0.05% 306
2023
Q4 		$21.8M Buy
+440,803
New +$18M 0.03% 456

Other funds holding ENV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Schroder Investment Management Group's ENV Position: Q3 2024 in Review

Schroder Investment Management Group sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 843,665 shares — an estimated $52.8M sold.

Schroder Investment Management Group first reported a position in ENV in Q4 2023 and held it in 3 quarters. The position peaked at $52.8M in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Schroder Investment Management Group reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 843,665 ENVESTNET, INC. shares in Q3 2024, an estimated $52.8M.
  • Schroder Investment Management Group first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 3 quarters.
  • Schroder Investment Management Group's ENVESTNET, INC. position peaked at $52.8M in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.