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

Everence 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	-6,190	Closed	-$388K	–	1062
2024 Q3	$388K	Buy	6,190 +1,270	+26%	+$79.2K	0.02%	502
2024 Q2	$305	Hold	4,920	–	–	0.02%	540
2024 Q1	$285	Buy	+4,920	New	+$257K	0.02%	581

Other funds holding ENV

SIS

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

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

Everence Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 6,190 shares — an estimated $388K sold.

Everence Capital Management first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $388K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Everence Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 6,190 ENVESTNET, INC. shares in Q4 2024, an estimated $388K.
Everence Capital Management first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Everence Capital Management's ENVESTNET, INC. position peaked at $388K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.