Scout Investments’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
Q3 | $2.1M | Sell |
33,519
-53,056
| -61% | -$3.31M | 0.06% | 191 |
|
|
2024
Q2 | $5.42M | Sell |
86,575
-8,272
| -9% | -$520K | 0.15% | 174 |
|
|
2024
Q1 | $5.43M | Sell |
94,847
-6,038
| -6% | -$315K | 0.13% | 177 |
|
|
2023
Q4 | $5M | Sell |
100,885
-1,584
| -2% | -$64.8K | 0.12% | 187 |
|
|
2023
Q3 | $4.35M | Sell |
102,469
-2,977
| -3% | -$164K | 0.1% | 194 |
|
|
2023
Q2 | $6.54M | Sell |
105,446
-3,232
| -3% | -$187K | 0.13% | 176 |
|
|
2023
Q1 | $6.38M | Sell |
108,678
-1,293
| -1% | -$80.3K | 0.13% | 173 |
|
|
2022
Q4 | $6.79M | Sell |
109,971
-1,828
| -2% | -$97.3K | 0.14% | 164 |
|
|
2022
Q3 | $4.96M | Sell |
111,799
-3,164
| -3% | -$169K | 0.1% | 192 |
|
|
2022
Q2 | $6.07M | Buy |
114,963
+3,004
| +3% | +$205K | 0.12% | 178 |
|
|
2022
Q1 | $8.33M | Sell |
111,959
-149
| -0.1% | -$10.9K | 0.13% | 169 |
|
|
2021
Q4 | $8.89M | Sell |
112,108
-2,525
| -2% | -$206K | 0.13% | 200 |
|
|
2021
Q3 | $9.2M | Sell |
114,633
-1,259
| -1% | -$96.2K | 0.14% | 205 |
|
|
2021
Q2 | $8.79M | Sell |
115,892
-9,718
| -8% | -$715K | 0.13% | 209 |
|
|
2021
Q1 | $9.07M | Buy |
125,610
+12,367
| +11% | +$962K | 0.14% | 225 |
|
|
2020
Q4 | $9.32M | Buy |
113,243
+4,100
| +4% | +$330K | 0.17% | 211 |
|
|
2020
Q3 | $8.42M | Sell |
109,143
-2,463
| -2% | -$197K | 0.19% | 185 |
|
|
2020
Q2 | $8.21M | Sell |
111,606
-18
| -0% | -$1.18K | 0.2% | 175 |
|
|
2020
Q1 | $6M | Sell |
111,624
-18,983
| -15% | -$1.36M | 0.18% | 168 |
|
|
2019
Q4 | $9.09M | Sell |
130,607
-2,400
| -2% | -$156K | 0.18% | 165 |
|
|
2019
Q3 | $7.54M | Sell |
133,007
-10,076
| -7% | -$636K | 0.15% | 173 |
|
|
2019
Q2 | $9.78M | Buy |
143,083
+56,358
| +65% | +$3.87M | 0.19% | 158 |
|
|
2019
Q1 | $5.67M | Sell |
86,725
-2,751
| -3% | -$158K | 0.12% | 174 |
|
|
2018
Q4 | $4.4M | Sell |
89,476
-3,500
| -4% | -$188K | 0.11% | 174 |
|
|
2018
Q3 | $5.67M | Sell |
92,976
-3,622
| -4% | -$219K | 0.12% | 191 |
|
|
2018
Q2 | $5.31M | Sell |
96,598
-952
| -1% | -$52.9K | 0.12% | 183 |
|
|
2018
Q1 | $5.59M | Buy |
97,550
+7,500
| +8% | +$412K | 0.13% | 190 |
|
|
2017
Q4 | $4.49M | Buy |
90,050
+3,800
| +4% | +$197K | 0.11% | 194 |
|
|
2017
Q3 | $4.4M | Sell |
86,250
-25
| -0% | -$1.07K | 0.12% | 185 |
|
|
2017
Q2 | $3.42M | Buy |
86,275
+3,350
| +4% | +$120K | 0.1% | 197 |
|
|
2017
Q1 | $2.68M | Sell |
82,925
-175
| -0.2% | -$6.37K | 0.07% | 215 |
|
|
2016
Q4 | $2.93M | Buy |
83,100
+100
| +0.1% | +$3.59K | 0.08% | 197 |
|
|
2016
Q3 | $3.02M | Buy |
83,000
+200
| +0.2% | +$7.59K | 0.08% | 188 |
|
|
2016
Q2 | $2.76M | Buy |
82,800
+175
| +0.2% | +$5.65K | 0.08% | 190 |
|
|
2016
Q1 | $2.25M | Buy |
+82,625
| New | +$1.94M | 0.06% | 210 |
|
Other funds holding ENV
IC
HI
Scout Investments's ENV Position: Q3 2024 in Review
Scout Investments reduced its ENVESTNET, INC. (ENV) stake by 61% in Q3 2024, selling an estimated $3.31M and leaving 33,519 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #191.
Scout Investments first reported a position in ENV in Q1 2016 and has held it in 35 quarters since. The position peaked at $9.78M in Q2 2019. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.
- Scout Investments held 33,519 shares of ENVESTNET, INC. worth $2.1M as of Q3 2024.
- Scout Investments sold 53,056 ENVESTNET, INC. shares in Q3 2024, an estimated $3.31M.
- ENVESTNET, INC. made up 0.06% of Scout Investments's portfolio in Q3 2024, its #191 holding.
- Scout Investments first reported a position in ENVESTNET, INC. in Q1 2016 and has held it in 35 quarters since.
- Scout Investments's ENVESTNET, INC. position peaked at $9.78M in Q2 2019.
- 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.
Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.