Chicago Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Chicago Capital 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	-167,428	Closed	-$10.5M	–	53
2024 Q3	$10.5M	Buy	+167,428	New	+$10.4M	7.01%	2

Other funds holding ENV

SIS

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

Chicago Capital Management's ENV Position: Q4 2024 in Review

Chicago Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 167,428 shares — an estimated $10.5M sold.

Chicago Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $10.5M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Chicago Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Chicago Capital Management sold 167,428 ENVESTNET, INC. shares in Q4 2024, an estimated $10.5M.
Chicago Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Chicago Capital Management's ENVESTNET, INC. position peaked at $10.5M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Chicago Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.