SIC
ENV

SJS Investment Consulting’s ENVESTNET, INC. ENV Stock Holding History

SJS Investment Consulting’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
Q3 		– Sell
-5
Closed -$297 – 1668
2023
Q2 		$297 Buy
5
+1
+25% +$58 ﹤0.01% 1316
2023
Q1 		$235 Sell
4
-1
-20% -$62 ﹤0.01% 1326
2022
Q4 		$308 Buy
5
+2
+67% +$106 ﹤0.01% 1341
2022
Q3 		$0 Buy
+3
New +$160 ﹤0.01% 1706
2022
Q1 		$0 Buy
+1
New +$73 ﹤0.01% 1498

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SJS Investment Consulting's ENV Position: Q3 2023 in Review

SJS Investment Consulting sold out of ENVESTNET, INC. (ENV) in Q3 2023, closing a stake of 5 shares — an estimated $297 sold.

SJS Investment Consulting first reported a position in ENV in Q1 2022 and held it in 5 quarters. The position peaked at $308 in Q4 2022. 225 funds tracked by Wall St. Rank hold ENV as of Q3 2023.

  • SJS Investment Consulting reported no remaining ENVESTNET, INC. position as of Q3 2023 after selling out during the quarter.
  • SJS Investment Consulting sold 5 ENVESTNET, INC. shares in Q3 2023, an estimated $297.
  • SJS Investment Consulting first reported a position in ENVESTNET, INC. in Q1 2022 and held it in 5 quarters.
  • SJS Investment Consulting's ENVESTNET, INC. position peaked at $308 in Q4 2022.
  • 225 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2023.

Based on SJS Investment Consulting's 13F filing for Q3 2023, filed 17 Oct 2023.