Goldman Sachs
ENV

Goldman Sachs’s ENVESTNET, INC. ENV Stock Holding History

Goldman Sachs’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
-322,739
Closed -$20.2M – 6412
2024
Q3 		$20.2M Buy
322,739
+64,355
+25% +$4.01M ﹤0.01% 2072
2024
Q2 		$16.2M Buy
258,384
+59,087
+30% +$3.72M ﹤0.01% 2050
2024
Q1 		$11.5M Buy
199,297
+100
+0.1% +$5.22K ﹤0.01% 2350
2023
Q4 		$9.86M Sell
199,197
-26,865
-12% -$1.1M ﹤0.01% 2550
2023
Q3 		$9.95M Sell
226,062
-76,494
-25% -$4.2M ﹤0.01% 2390
2023
Q2 		$18M Sell
302,556
-72,041
-19% -$4.17M ﹤0.01% 1947
2023
Q1 		$22M Buy
374,597
+121,080
+48% +$7.52M 0.01% 1742
2022
Q4 		$15.6M Sell
253,517
-36,790
-13% -$1.96M ﹤0.01% 2173
2022
Q3 		$12.9M Buy
290,307
+8,300
+3% +$443K ﹤0.01% 2271
2022
Q2 		$14.9M Sell
282,007
-303,681
-52% -$20.8M ﹤0.01% 2138
2022
Q1 		$43.6M Buy
585,688
+411,630
+236% +$30.1M 0.01% 1390
2021
Q4 		$13.8M Sell
174,058
-19,433
-10% -$1.58M ﹤0.01% 2465
2021
Q3 		$15.5M Sell
193,491
-54,631
-22% -$4.17M ﹤0.01% 2300
2021
Q2 		$18.8M Buy
248,122
+41,871
+20% +$3.08M ﹤0.01% 2095
2021
Q1 		$14.9M Buy
206,251
+53,468
+35% +$4.16M ﹤0.01% 2192
2020
Q4 		$12.6M Buy
152,783
+72,801
+91% +$5.87M ﹤0.01% 2257
2020
Q3 		$6.17M Buy
79,982
+15,839
+25% +$1.26M ﹤0.01% 2732
2020
Q2 		$4.72M Sell
64,143
-45,710
-42% -$2.99M ﹤0.01% 2836
2020
Q1 		$5.91M Sell
109,853
-36,721
-25% -$2.63M ﹤0.01% 2511
2019
Q4 		$10.2M Sell
146,574
-43,731
-23% -$2.84M ﹤0.01% 2415
2019
Q3 		$10.8M Buy
190,305
+69,508
+58% +$4.39M ﹤0.01% 2267
2019
Q2 		$8.26M Buy
120,797
+25,829
+27% +$1.77M ﹤0.01% 2507
2019
Q1 		$6.21M Sell
94,968
-1,059
-1% -$61K ﹤0.01% 2797
2018
Q4 		$4.72M Buy
96,027
+36,563
+61% +$1.96M ﹤0.01% 2933
2018
Q3 		$3.62M Buy
59,464
+2,786
+5% +$168K ﹤0.01% 3210
2018
Q2 		$3.11M Sell
56,678
-165,740
-75% -$9.21M ﹤0.01% 3295
2018
Q1 		$12.7M Buy
222,418
+613
+0.3% +$33.7K ﹤0.01% 2160
2017
Q4 		$11.1M Buy
221,805
+146,117
+193% +$7.56M ﹤0.01% 2390
2017
Q3 		$3.86M Buy
75,688
+50,283
+198% +$2.15M ﹤0.01% 3397
2017
Q2 		$1.01M Sell
25,405
-40,571
-61% -$1.46M ﹤0.01% 4450
2017
Q1 		$2.13M Sell
65,976
-79,501
-55% -$2.89M ﹤0.01% 3687
2016
Q4 		$5.13M Sell
145,477
-43,008
-23% -$1.54M ﹤0.01% 3035
2016
Q3 		$6.87M Buy
188,485
+70,564
+60% +$2.68M ﹤0.01% 2763
2016
Q2 		$3.93M Buy
117,921
+39,007
+49% +$1.26M ﹤0.01% 3056
2016
Q1 		$2.15M Buy
78,914
+61,262
+347% +$1.44M ﹤0.01% 3408
2015
Q4 		$527K Buy
17,652
+9,463
+116% +$292K ﹤0.01% 4875
2015
Q3 		$245K Sell
8,189
-18,717
-70% -$686K ﹤0.01% 5803
2015
Q2 		$1.09M Sell
26,906
-12,784
-32% -$615K ﹤0.01% 4468
2015
Q1 		$2.23M Sell
39,690
-113,081
-74% -$6.03M ﹤0.01% 3679
2014
Q4 		$7.51M Buy
152,771
+99,279
+186% +$4.67M ﹤0.01% 2609
2014
Q3 		$2.41M Buy
53,492
+16,463
+44% +$754K ﹤0.01% 3755
2014
Q2 		$1.81M Sell
37,029
-41,453
-53% -$1.68M ﹤0.01% 4086
2014
Q1 		$3.15M Buy
78,482
+56,362
+255% +$2.42M ﹤0.01% 3545
2013
Q4 		$891K Sell
22,120
-12,571
-36% -$458K ﹤0.01% 4836
2013
Q3 		$1.07M Buy
+34,691
New +$963K ﹤0.01% 4535

Other funds holding ENV

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

Goldman Sachs's ENV Position: Q4 2024 in Review

Goldman Sachs sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 322,739 shares — an estimated $20.2M sold.

Goldman Sachs first reported a position in ENV in Q3 2013 and held it in 45 quarters. The position peaked at $43.6M in Q1 2022. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Goldman Sachs reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Goldman Sachs sold 322,739 ENVESTNET, INC. shares in Q4 2024, an estimated $20.2M.
  • Goldman Sachs first reported a position in ENVESTNET, INC. in Q3 2013 and held it in 45 quarters.
  • Goldman Sachs's ENVESTNET, INC. position peaked at $43.6M in Q1 2022.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Goldman Sachs's 13F filing for Q4 2024, filed 11 Feb 2025.