D.E. Shaw & Co’s ENVESTNET, INC. ENV Stock Holding History

D.E. Shaw & Co’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
2017 Q4	–	Sell	-20,000	Closed	-$1.02M	–	3934
2017 Q3	$1.02M	Hold	20,000	–	–	﹤0.01%	2475
2017 Q2	$792K	Hold	20,000	–	–	﹤0.01%	2554
2017 Q1	$646K	Buy	+20,000	New	+$727K	﹤0.01%	2593
2014 Q4	–	Sell	-10,000	Closed	-$450K	–	4570
2014 Q3	$450K	Hold	10,000	–	–	﹤0.01%	3431
2014 Q2	$489K	Buy	+10,000	New	+$405K	﹤0.01%	3546

Other funds holding ENV

SIS

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

D.E. Shaw & Co's ENV Position: Q4 2024 in Review

D.E. Shaw & Co sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 27,304 shares — an estimated $1.71M sold.

D.E. Shaw & Co first reported a position in ENV in Q2 2013 and held it in 20 quarters. The position peaked at $4.91M in Q4 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

D.E. Shaw & Co reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
D.E. Shaw & Co sold 27,304 ENVESTNET, INC. shares in Q4 2024, an estimated $1.71M.
D.E. Shaw & Co first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 20 quarters.
D.E. Shaw & Co's ENVESTNET, INC. position peaked at $4.91M in Q4 2022.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.