SIMG
ENV

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

Stephens 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
-1,575,284
Closed -$98.6M – 168
2024
Q2 		$98.6M Sell
1,575,284
-77,500
-5% -$4.88M 1.38% 13
2024
Q1 		$95.7M Buy
1,652,784
+1,703
+0.1% +$88.9K 1.27% 16
2023
Q4 		$81.8M Buy
1,651,081
+207,632
+14% +$8.49M 1.2% 22
2023
Q3 		$63.6M Buy
1,443,449
+80,012
+6% +$4.39M 1.04% 32
2023
Q2 		$80.9M Buy
1,363,437
+33,130
+2% +$1.92M 1.26% 13
2023
Q1 		$78M Buy
1,330,307
+4,145
+0.3% +$257K 1.31% 11
2022
Q4 		$81.9M Buy
1,326,162
+19,183
+1% +$1.02M 1.48% 9
2022
Q3 		$58M Buy
1,306,979
+111,144
+9% +$5.93M 1.1% 20
2022
Q2 		$63.1M Buy
1,195,835
+352
+0% +$24.1K 1.17% 16
2022
Q1 		$89M Buy
1,195,483
+16,715
+1% +$1.22M 1.3% 9
2021
Q4 		$93.5M Buy
1,178,768
+327
+0% +$26.6K 1.21% 13
2021
Q3 		$94.6M Sell
1,178,441
-3,119
-0.3% -$238K 1.29% 11
2021
Q2 		$89.6M Sell
1,181,560
-20,921
-2% -$1.54M 1.23% 13
2021
Q1 		$86.9M Buy
1,202,481
+122,853
+11% +$9.55M 1.26% 9
2020
Q4 		$88.8M Buy
1,079,628
+18,060
+2% +$1.46M 1.32% 9
2020
Q3 		$81.9M Sell
1,061,568
-46,652
-4% -$3.73M 1.45% 6
2020
Q2 		$81.5M Buy
1,108,220
+76,826
+7% +$5.02M 1.48% 6
2020
Q1 		$55.5M Sell
1,031,394
-69,604
-6% -$4.99M 1.34% 13
2019
Q4 		$76.7M Buy
1,100,998
+162,088
+17% +$10.5M 1.44% 8
2019
Q3 		$53.2M Buy
938,910
+23,533
+3% +$1.49M 1.07% 29
2019
Q2 		$62.6M Buy
915,377
+3,676
+0.4% +$252K 1.18% 18
2019
Q1 		$59.6M Sell
911,701
-1,111
-0.1% -$64K 1.21% 13
2018
Q4 		$44.9M Sell
912,812
-23,433
-3% -$1.26M 1.06% 29
2018
Q3 		$57.1M Sell
936,245
-25,376
-3% -$1.53M 1.05% 28
2018
Q2 		$54M Sell
961,621
-81,291
-8% -$4.52M 1.09% 25
2018
Q1 		$59.8M Sell
1,042,912
-88,280
-8% -$4.85M 1.3% 13
2017
Q4 		$56.4M Sell
1,131,192
-303,564
-21% -$15.7M 1.29% 15
2017
Q3 		$73.2M Buy
1,434,756
+85,642
+6% +$3.66M 1.69% 2
2017
Q2 		$53.4M Sell
1,349,114
-1,673
-0.1% -$60.1K 1.29% 13
2017
Q1 		$43.6M Buy
1,350,787
+143,692
+12% +$5.23M 1.08% 27
2016
Q4 		$42.5M Buy
1,207,095
+35,379
+3% +$1.27M 1.19% 20
2016
Q3 		$42.7M Buy
1,171,716
+53,451
+5% +$2.03M 1.27% 15
2016
Q2 		$37.2M Buy
1,118,265
+2,381
+0.2% +$76.8K 1.22% 20
2016
Q1 		$30.4M Buy
1,115,884
+266,758
+31% +$6.26M 1.06% 26
2015
Q4 		$25.3M Sell
849,126
-21,966
-3% -$677K 0.9% 37
2015
Q3 		$26.1M Buy
871,092
+136,699
+19% +$5.01M 0.92% 37
2015
Q2 		$29.7M Buy
734,393
+215,348
+41% +$10.4M 0.88% 44
2015
Q1 		$29.1M Sell
519,045
-22,038
-4% -$1.18M 0.87% 44
2014
Q4 		$26.6M Buy
541,083
+153,917
+40% +$7.23M 0.79% 49
2014
Q3 		$17.4M Buy
387,166
+188,726
+95% +$8.64M 0.53% 75
2014
Q2 		$9.71M Buy
+198,440
New +$8.03M 0.3% 121

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

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

Stephens Investment Management Group sold out of ENVESTNET, INC. (ENV) in Q3 2024, closing a stake of 1,575,284 shares — an estimated $98.6M sold.

Stephens Investment Management Group first reported a position in ENV in Q2 2014 and held it in 41 quarters. The position peaked at $98.6M in Q2 2024. 261 funds tracked by Wall St. Rank hold ENV as of Q3 2024.

  • Stephens Investment Management Group reported no remaining ENVESTNET, INC. position as of Q3 2024 after selling out during the quarter.
  • Stephens Investment Management Group sold 1,575,284 ENVESTNET, INC. shares in Q3 2024, an estimated $98.6M.
  • Stephens Investment Management Group first reported a position in ENVESTNET, INC. in Q2 2014 and held it in 41 quarters.
  • Stephens Investment Management Group's ENVESTNET, INC. position peaked at $98.6M in Q2 2024.
  • 261 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q3 2024.

Based on Stephens Investment Management Group's 13F filing for Q3 2024, filed 28 Oct 2024.