13D Management’s ENVESTNET, INC. ENV Stock Holding History

13D 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	-42,048	Closed	-$2.63M	–	27
2024 Q3	$2.63M	Sell	42,048 -62,193	-60%	-$3.88M	1.93%	20
2024 Q2	$6.52M	Buy	104,241 +14,468	+16%	+$910K	4.76%	12
2024 Q1	$5.2M	Buy	89,773 +102	+0.1%	+$5.32K	3.17%	20
2023 Q4	$4.44M	Buy	89,671 +42,098	+88%	+$1.72M	2.61%	24
2023 Q3	$2.09M	Sell	47,573 -34,452	-42%	-$1.89M	1.3%	22
2023 Q2	$4.87M	Buy	+82,025	New	+$4.75M	2.66%	23

Other funds holding ENV

SIS

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

13D Management's ENV Position: Q4 2024 in Review

13D Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 42,048 shares — an estimated $2.63M sold.

13D Management first reported a position in ENV in Q2 2023 and held it in 6 quarters. The position peaked at $6.52M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

13D Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
13D Management sold 42,048 ENVESTNET, INC. shares in Q4 2024, an estimated $2.63M.
13D Management first reported a position in ENVESTNET, INC. in Q2 2023 and held it in 6 quarters.
13D Management's ENVESTNET, INC. position peaked at $6.52M in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on 13D Management's 13F filing for Q4 2024, filed 14 Feb 2025.