Tokio Marine Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Tokio Marine Asset 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 Q4	–	Sell	-135,300	Closed	-$8.47M	–	590
2024 Q3	$8.47M	Buy	+135,300	New	+$8.44M	0.37%	54

Other funds holding ENV

SIS

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

Tokio Marine Asset Management's ENV Position: Q4 2024 in Review

Tokio Marine Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 135,300 shares — an estimated $8.47M sold.

Tokio Marine Asset Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $8.47M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Tokio Marine Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Tokio Marine Asset Management sold 135,300 ENVESTNET, INC. shares in Q4 2024, an estimated $8.47M.
Tokio Marine Asset Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Tokio Marine Asset Management's ENVESTNET, INC. position peaked at $8.47M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Tokio Marine Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.