Swiss National Bank
ENV

Swiss National Bank’s ENVESTNET, INC. ENV Stock Holding History

Swiss National Bank’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
Q4 		– Sell
-86,300
Closed -$5.4M – 2505
2024
Q3 		$5.4M Buy
86,300
+5,200
+6% +$324K ﹤0.01% 1283
2024
Q2 		$5.08M Buy
81,100
+400
+0.5% +$25.2K ﹤0.01% 1275
2024
Q1 		$4.67M Hold
80,700
– – ﹤0.01% 1340
2023
Q4 		$4M Sell
80,700
-9,000
-10% -$368K ﹤0.01% 1428
2023
Q3 		$3.95M Buy
89,700
+1,400
+2% +$76.9K ﹤0.01% 1423
2023
Q2 		$5.24M Sell
88,300
-13,200
-13% -$765K ﹤0.01% 1285
2023
Q1 		$5.96M Sell
101,500
-11,700
-10% -$726K ﹤0.01% 1146
2022
Q4 		$6.98M Buy
113,200
+2,000
+2% +$106K 0.01% 1109
2022
Q3 		$4.94M Buy
111,200
+1,400
+1% +$74.7K ﹤0.01% 1282
2022
Q2 		$5.79M Sell
109,800
-19,400
-15% -$1.33M ﹤0.01% 1230
2022
Q1 		$9.62M Buy
129,200
+9,100
+8% +$666K 0.01% 1044
2021
Q4 		$9.53M Sell
120,100
-200
-0.2% -$16.3K 0.01% 1037
2021
Q3 		$9.65M Buy
120,300
+1,400
+1% +$107K 0.01% 1024
2021
Q2 		$9.02M Sell
118,900
-4,400
-4% -$324K 0.01% 1067
2021
Q1 		$8.91M Buy
123,300
+1,700
+1% +$132K 0.01% 1069
2020
Q4 		$10M Buy
121,600
+300
+0.2% +$24.2K 0.01% 928
2020
Q3 		$9.36M Buy
121,300
+4,200
+4% +$335K 0.01% 836
2020
Q2 		$8.61M Buy
117,100
+15,300
+15% +$1,000K 0.01% 838
2020
Q1 		$5.47M Buy
101,800
+2,000
+2% +$143K 0.01% 887
2019
Q4 		$6.95M Buy
99,800
+2,300
+2% +$150K 0.01% 952
2019
Q3 		$5.53M Buy
97,500
+12,400
+15% +$783K 0.01% 1038
2019
Q2 		$5.82M Buy
85,100
+1,800
+2% +$124K 0.01% 1028
2019
Q1 		$5.45M Buy
83,300
+3,000
+4% +$173K 0.01% 1030
2018
Q4 		$3.95M Buy
80,300
+1,400
+2% +$75K 0.01% 1123
2018
Q3 		$4.81M Buy
78,900
+2,100
+3% +$127K 0.01% 1144
2018
Q2 		$4.22M Hold
76,800
– – ﹤0.01% 1217
2018
Q1 		$4.4M Buy
76,800
+1,800
+2% +$98.9K 0.01% 1121
2017
Q4 		$3.74M Buy
75,000
+1,700
+2% +$88K ﹤0.01% 1243
2017
Q3 		$3.74M Buy
73,300
+1,600
+2% +$68.4K ﹤0.01% 1203
2017
Q2 		$2.84M Buy
71,700
+8,300
+13% +$298K ﹤0.01% 1358
2017
Q1 		$2.05M Hold
63,400
– – ﹤0.01% 1543
2016
Q4 		$2.23M Buy
63,400
+1,700
+3% +$61K ﹤0.01% 1480
2016
Q3 		$2.25M Sell
61,700
-1,400
-2% -$53.1K ﹤0.01% 1425
2016
Q2 		$2.1M Buy
63,100
+1,100
+2% +$35.5K ﹤0.01% 1473
2016
Q1 		$1.63M Buy
62,000
+16,100
+35% +$378K ﹤0.01% 1576
2015
Q4 		$1.37M Buy
45,900
+4,500
+11% +$139K ﹤0.01% 1586
2015
Q3 		$1.24M Buy
41,400
+6,400
+18% +$235K ﹤0.01% 1627
2015
Q2 		$1.42M Buy
35,000
+3,600
+11% +$173K ﹤0.01% 1562
2015
Q1 		$1.76M Buy
31,400
+500
+2% +$26.7K ﹤0.01% 1381
2014
Q4 		$1.52M Buy
30,900
+800
+3% +$37.6K 0.01% 1471
2014
Q3 		$1.35M Sell
30,100
-500
-2% -$22.9K 0.01% 1470
2014
Q2 		$1.5M Hold
30,600
– – 0.01% 1453
2014
Q1 		$1.23M Buy
30,600
+7,200
+31% +$309K ﹤0.01% 1567
2013
Q4 		$943K Buy
23,400
+4,600
+24% +$168K ﹤0.01% 1554
2013
Q3 		$583K Sell
18,800
-1,000
-5% -$27.8K ﹤0.01% 1835
2013
Q2 		$487K Buy
+19,800
New +$401K ﹤0.01% 1941

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Swiss National Bank's ENV Position: Q4 2024 in Review

Swiss National Bank sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 86,300 shares — an estimated $5.4M sold.

Swiss National Bank first reported a position in ENV in Q2 2013 and held it in 46 quarters. The position peaked at $10M in Q4 2020. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Swiss National Bank reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Swiss National Bank sold 86,300 ENVESTNET, INC. shares in Q4 2024, an estimated $5.4M.
  • Swiss National Bank first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 46 quarters.
  • Swiss National Bank's ENVESTNET, INC. position peaked at $10M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Swiss National Bank's 13F filing for Q4 2024, filed 10 Feb 2025.