Envestnet Asset Management Inc Purchases in Q4 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
32.2K
+ 5.49%
$58.46 - $65.6 $1.88M - $2.11M
619K $36.2M
WMS
Advanced Drainage Systems, Inc.

Industrials
308
+ 0.49%
$114.63 - $163.52 $35.3K - $50.4K
63.5K $7.35M
GIS
General Mills Inc

Consumer Defensive
51K
+ 8.64%
$62.78 - $74.62 $3.2M - $3.8M
641K $40.9M
MKC
Mccormick & CO Inc

Consumer Defensive
11.6K
+ 1.96%
$73.97 - $84.09 $855K - $972K
603K $46M
LSTR
Landstar System Inc

Industrials
3.3K
+ 1.72%
$171.86 - $192.81 $567K - $636K
195K $33.6M
CCS
Century Communities, Inc.

Consumer Cyclical
21.1K
+ 14.55%
$72.88 - $103.59 $1.54M - $2.19M
166K $12.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
124K
+ 2.76%
$44.87 - $46.86 $5.55M - $5.79M
4.61M $207M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
40K
+ 5.62%
$33.77 - $44.09 $1.35M - $1.76M
751K $25.5M
GOLD
Barrick Gold Corp

Basic Materials
11.7K
+ 1.69%
$15.23 - $21.19 $178K - $247K
702K $10.9M
ORCL
Oracle Corp

Technology
69.9K
+ 1.79%
$165.41 - $192.43 $11.6M - $13.5M
3.98M $663M
APD
Air Products & Chemicals, Inc.

Basic Materials
8.91K
+ 1.26%
$285.5 - $335.62 $2.54M - $2.99M
717K $208M
HEFA
Ishares Currency Hedged Msci E

ETFs
55.7K
+ 0.76%
$34.42 - $35.88 $1.92M - $2M
7.36M $256M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
28K
+ 3.2%
$52.1 - $57.26 $1.46M - $1.6M
903K $47.1M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
7.2K
+ 1.45%
$64.91 - $73.47 $467K - $529K
504K $32.8M
WSO
Watsco Inc

Industrials
3.2K
+ 1.24%
$466.57 - $568.78 $1.49M - $1.82M
260K $123M
HPQ
Hp Inc

Technology
61.5K
+ 3.71%
$32.46 - $39.3 $2M - $2.42M
1.72M $56.1M
ENSG
Ensign Group, Inc

Healthcare
1.94K
+ 0.58%
$132.78 - $156.91 $257K - $304K
337K $44.8M
URI
United Rentals, Inc.

Industrials
12K
+ 10.63%
$704.44 - $880.32 $8.47M - $10.6M
125K $88.2M
XYL
Xylem Inc.

Industrials
16.3K
+ 5.62%
$116.02 - $137.45 $1.89M - $2.24M
306K $35.5M
MKTX
Marketaxess Holdings Inc

Financial Services
9.77K
+ 5.03%
$225.3 - $293.66 $2.2M - $2.87M
204K $46.1M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
304K
+ 6.19%
$26.65 - $29.34 $8.11M - $8.93M
5.22M $141M
MCD
Mcdonalds Corp

Consumer Cyclical
47.1K
+ 3.97%
$288.47 - $316.54 $13.6M - $14.9M
1.23M $358M
EGP
Eastgroup Properties Inc

Real Estate
536
+ 0.36%
$158.74 - $185.14 $85.1K - $99.2K
151K $24.2M
UNF
Unifirst Corp

Industrials
1.12K
+ 0.73%
$171.0 - $206.22 $192K - $231K
154K $26.4M
COLD
Americold Realty Trust

Real Estate
57.2K
+ 7.15%
$21.03 - $27.78 $1.2M - $1.59M
858K $18.4M
QINT
American Centy ETF Tr Quality

ETFs
33.9K
+ 2.21%
$47.57 - $51.38 $1.61M - $1.74M
1.57M $74.9M
FNF
Fidelity National Financial, Inc.

Financial Services
9.65K
+ 1.1%
$55.19 - $63.83 $532K - $616K
889K $49.9M
NOC
Northrop Grumman Corp

Industrials
13.4K
+ 7.14%
$466.52 - $543.88 $6.26M - $7.3M
201K $94.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
17.2K
+ 2.33%
$79.93 - $88.06 $1.38M - $1.52M
758K $60.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
45.5K
+ 3.02%
$33.93 - $38.37 $1.54M - $1.75M
1.55M $53.3M
BAX
Baxter International Inc

Healthcare
102K
+ 11.6%
$28.63 - $37.84 $2.93M - $3.88M
986K $28.7M
KMB
Kimberly Clark Corp

Consumer Defensive
13.3K
+ 2.24%
$130.37 - $146.09 $1.73M - $1.94M
606K $79.4M
IBP
Installed Building Products, Inc.

Consumer Cyclical
6.8K
+ 7.84%
$174.32 - $254.42 $1.19M - $1.73M
93.6K $16.4M
ING
Ing Groep Nv

Financial Services
1.46K
+ 0.07%
$15.1 - $17.73 $22K - $25.8K
2.02M $31.7M
OTIS
Otis Worldwide Corp

Industrials
12.3K
+ 2.26%
$92.57 - $106.01 $1.14M - $1.3M
558K $51.7M
CPNG
Coupang, Inc.

Consumer Cyclical
15.7K
+ 0.74%
$21.98 - $26.89 $346K - $423K
2.13M $46.8M
SEM
Select Medical Holdings Corp

Healthcare
21.8K
+ 6.32%
$18.26 - $40.2 $398K - $875K
366K $6.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
117K
+ 6.66%
$75.65 - $83.47 $8.83M - $9.75M
1.87M $142M
CROX
Crocs, Inc.

Consumer Cyclical
10.8K
+ 5.75%
$96.51 - $141.93 $1.04M - $1.53M
199K $21.7M
MNDY
Monday.Com Ltd.

Technology
6.5K
+ 3.86%
$224.69 - $324.31 $1.46M - $2.11M
175K $41.2M
HRB
H&R Block Inc

Consumer Cyclical
9.72K
+ 1.65%
$52.14 - $63.36 $507K - $616K
598K $31.6M
TECK
Teck Resources LTD

Basic Materials
14.7K
+ 2.7%
$39.99 - $52.38 $588K - $770K
560K $22.7M
CBT
Cabot Corp

Basic Materials
8.04K
+ 2.46%
$90.64 - $117.0 $729K - $941K
335K $30.6M
GE
General Electric CO

Industrials
113K
+ 9.7%
$159.95 - $194.23 $18.1M - $21.9M
1.28M $213M
MTH
Meritage Homes Corp

Consumer Cyclical
4.38K
+ 3.13%
$151.91 - $205.12 $665K - $898K
144K $22.2M
QCOM
Qualcomm Inc

Technology
193K
+ 8.76%
$150.4 - $178.04 $29.1M - $34.4M
2.4M $368M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
97K
+ 1.94%
$50.14 - $52.56 $4.86M - $5.1M
5.1M $256M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.77M
+ 101.05%
$22.02 - $46.16 $83.1M - $174M
7.51M $166M
HLN
Haleon PLC

Healthcare
58.4K
+ 0.77%
$9.23 - $10.71 $539K - $626K
7.63M $72.9M
Activity Summary
Buys All Purchases 2408 New Holdings 259 Increased Positions 2149 Sells All Sells 1859 Reductions 1859 Sold out 0 Options Calls 0 Puts 0
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