SM
ENV

Sunriver Management’s ENVESTNET, INC. ENV Stock Holding History

Sunriver Management’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
Q2 		– Sell
-166,622
Closed -$9.65M – 24
2024
Q1 		$9.65M Buy
+166,622
New +$8.69M 1.26% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Sunriver Management's ENV Position: Q2 2024 in Review

Sunriver Management sold out of ENVESTNET, INC. (ENV) in Q2 2024, closing a stake of 166,622 shares — an estimated $9.65M sold.

Sunriver Management first reported a position in ENV in Q1 2024 and held it in 1 quarter. The position peaked at $9.65M in Q1 2024. 252 funds tracked by Wall St. Rank hold ENV as of Q2 2024.

  • Sunriver Management reported no remaining ENVESTNET, INC. position as of Q2 2024 after selling out during the quarter.
  • Sunriver Management sold 166,622 ENVESTNET, INC. shares in Q2 2024, an estimated $9.65M.
  • Sunriver Management first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 1 quarter.
  • Sunriver Management's ENVESTNET, INC. position peaked at $9.65M in Q1 2024.
  • 252 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q2 2024.

Based on Sunriver Management's 13F filing for Q2 2024, filed 13 Aug 2024.