Jefferies Financial Group’s ENVESTNET, INC. ENV Stock Holding History

Jefferies Financial Group’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	-41,064	Closed	-$2.57M	–	1938
2024 Q3	$2.57M	Buy	+41,064	New	+$2.56M	0.02%	512

Other funds holding ENV

SIS

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

Jefferies Financial Group's ENV Position: Q4 2024 in Review

Jefferies Financial Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 41,064 shares — an estimated $2.57M sold.

Jefferies Financial Group first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $2.57M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Jefferies Financial Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Jefferies Financial Group sold 41,064 ENVESTNET, INC. shares in Q4 2024, an estimated $2.57M.
Jefferies Financial Group first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Jefferies Financial Group's ENVESTNET, INC. position peaked at $2.57M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.