Harbor Capital Advisors’s ENVESTNET, INC. ENV Stock Holding History

Harbor Capital Advisors’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	-6,179	Closed	-$387K	–	1370
2024 Q3	$387K	Sell	6,179 -19,777	-76%	-$1.23M	0.02%	606
2024 Q2	$1.63M	Buy	25,956 +19,749	+318%	+$1.24M	0.12%	243
2024 Q1	$359K	Buy	+6,207	New	+$324K	0.05%	481

Other funds holding ENV

SIS

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

Harbor Capital Advisors's ENV Position: Q4 2024 in Review

Harbor Capital Advisors sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 6,179 shares — an estimated $387K sold.

Harbor Capital Advisors first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $1.63M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Harbor Capital Advisors reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Harbor Capital Advisors sold 6,179 ENVESTNET, INC. shares in Q4 2024, an estimated $387K.
Harbor Capital Advisors first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Harbor Capital Advisors's ENVESTNET, INC. position peaked at $1.63M in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Harbor Capital Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.