A detailed history of Joel Greenblatt (Gotham Asset Management, LLC) transactions in Envestnet, Inc. stock. As of the latest transaction made, Gotham Asset Management, LLC holds 36,380 shares of ENV stock, worth $2.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
36,380
Previous 24,925 45.96%
Holding current value
$2.3 Million
Previous $1.56 Million 46.03%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$61.13 - $63.25 $700,244 - $724,528
11,455 Added 45.96%
36,380 $2.28 Million
Q2 2024

Aug 14, 2024

BUY
$56.54 - $69.09 $388,486 - $474,717
6,871 Added 38.06%
24,925 $1.56 Million
Q1 2024

May 15, 2024

BUY
$48.28 - $57.91 $129,776 - $155,662
2,688 Added 17.49%
18,054 $1.05 Million
Q4 2023

Feb 14, 2024

BUY
$33.55 - $49.8 $515,529 - $765,226
15,366 New
15,366 $760,000
Q1 2021

May 17, 2021

SELL
$64.02 - $86.95 $257,744 - $350,060
-4,026 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$74.94 - $84.32 $277,652 - $312,405
-3,705 Reduced 47.92%
4,026 $331,000
Q3 2020

Nov 16, 2020

BUY
$74.11 - $89.04 $572,944 - $688,368
7,731 New
7,731 $597,000
Q4 2018

Feb 14, 2019

SELL
$46.62 - $61.79 $502,190 - $665,601
-10,772 Closed
0 $0
Q3 2018

Nov 14, 2018

SELL
$55.8 - $63.8 $1.44 Million - $1.64 Million
-25,760 Reduced 70.51%
10,772 $657,000
Q2 2018

Aug 14, 2018

SELL
$52.55 - $59.45 $296,066 - $334,941
-5,634 Reduced 13.36%
36,532 $2.01 Million
Q1 2018

May 15, 2018

BUY
$49.5 - $59.75 $1.51 Million - $1.82 Million
30,421 Added 259.01%
42,166 $2.42 Million
Q4 2017

Feb 14, 2018

BUY
$48.4 - $54.25 $568,458 - $637,166
11,745
11,745 $585,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.49B
  • Description
  • Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...
More about ENV
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