DS
ENV

David Shaw’s ENVESTNET, INC. ENV Stock Holding History

David Shaw’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

David Shaw's ENV Position: Q4 2024 in Review

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

David Shaw 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.

  • David Shaw reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 27,304 ENVESTNET, INC. shares in Q4 2024, an estimated $1.71M.
  • David Shaw first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 20 quarters.
  • David Shaw'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.