Bessemer Group
ENV

Bessemer Group’s ENVESTNET, INC. ENV Stock Holding History

Bessemer Group’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
-2,725
Closed -$171K – 2761
2024
Q3 		$171K Sell
2,725
-250,034
-99% -$15.6M ﹤0.01% 1153
2024
Q2 		$15.8M Buy
252,759
+40,499
+19% +$2.55M 0.03% 269
2024
Q1 		$12.3M Buy
212,260
+8,658
+4% +$452K 0.02% 290
2023
Q4 		$10.1M Buy
203,602
+38,219
+23% +$1.56M 0.02% 297
2023
Q3 		$7.28M Buy
165,383
+7,326
+5% +$402K 0.02% 306
2023
Q2 		$9.38M Buy
158,057
+6,759
+4% +$392K 0.02% 267
2023
Q1 		$8.88M Sell
151,298
-102,743
-40% -$6.38M 0.02% 265
2022
Q4 		$15.7M Buy
254,041
+64,192
+34% +$3.42M 0.04% 217
2022
Q3 		$8.43M Buy
189,849
+56,222
+42% +$3M 0.02% 269
2022
Q2 		$7.05M Buy
133,627
+125,636
+1,572% +$8.59M 0.02% 256
2022
Q1 		$595K Buy
7,991
+2,400
+43% +$176K ﹤0.01% 591
2021
Q4 		$443K Buy
5,591
+2,115
+61% +$172K ﹤0.01% 663
2021
Q3 		$279K Buy
3,476
+50
+1% +$3.82K ﹤0.01% 696
2021
Q2 		$260K Sell
3,426
-112
-3% -$8.24K ﹤0.01% 732
2021
Q1 		$255K Buy
3,538
+112
+3% +$8.71K ﹤0.01% 706
2020
Q4 		$282K Hold
3,426
– – ﹤0.01% 661
2020
Q3 		$264K Sell
3,426
-12,400
-78% -$990K ﹤0.01% 662
2020
Q2 		$1.16M Buy
+15,826
New +$1.03M ﹤0.01% 707
2019
Q4 		– Sell
-72
Closed -$4K – 1862
2019
Q3 		$4K Hold
72
– – ﹤0.01% 1567
2019
Q2 		$5K Buy
+72
New +$4.94K ﹤0.01% 1544
2017
Q2 		– Sell
-44
Closed -$1K – 1998
2017
Q1 		$1K Sell
44
-271
-86% -$9.86K ﹤0.01% 1726
2016
Q4 		$12K Buy
+315
New +$11.3K ﹤0.01% 1620

Other funds holding ENV

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

Bessemer Group's ENV Position: Q4 2024 in Review

Bessemer Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 2,725 shares — an estimated $171K sold.

Bessemer Group first reported a position in ENV in Q4 2016 and held it in 22 quarters. The position peaked at $15.8M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Bessemer Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 2,725 ENVESTNET, INC. shares in Q4 2024, an estimated $171K.
  • Bessemer Group first reported a position in ENVESTNET, INC. in Q4 2016 and held it in 22 quarters.
  • Bessemer Group's ENVESTNET, INC. position peaked at $15.8M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.