Legal & General Group
ENV

Legal & General Group’s ENVESTNET, INC. ENV Stock Holding History

Legal & General 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
-133,673
Closed -$8.37M – 3439
2024
Q3 		$8.37M Buy
133,673
+1,862
+1% +$116K ﹤0.01% 1280
2024
Q2 		$8.25M Buy
131,811
+47
+0% +$2.96K ﹤0.01% 1246
2024
Q1 		$7.63M Sell
131,764
-369
-0.3% -$19.3K ﹤0.01% 1293
2023
Q4 		$6.54M Buy
132,133
+63,856
+94% +$2.61M ﹤0.01% 1377
2023
Q3 		$3.01M Sell
68,277
-4,840
-7% -$266K ﹤0.01% 1708
2023
Q2 		$4.34M Sell
73,117
-8,516
-10% -$493K ﹤0.01% 1529
2023
Q1 		$4.79M Buy
81,633
+1,495
+2% +$92.8K ﹤0.01% 1436
2022
Q4 		$4.94M Buy
80,138
+387
+0.5% +$20.6K ﹤0.01% 1409
2022
Q3 		$3.54M Sell
79,751
-1,582
-2% -$84.4K ﹤0.01% 1555
2022
Q2 		$4.29M Sell
81,333
-1,891
-2% -$129K ﹤0.01% 1489
2022
Q1 		$6.2M Buy
83,224
+3,473
+4% +$254K ﹤0.01% 1404
2021
Q4 		$6.33M Buy
79,751
+929
+1% +$75.6K ﹤0.01% 1450
2021
Q3 		$6.33M Buy
78,822
+9,808
+14% +$749K ﹤0.01% 1424
2021
Q2 		$5.24M Buy
69,014
+15,061
+28% +$1.11M ﹤0.01% 1500
2021
Q1 		$3.9M Buy
53,953
+880
+2% +$68.4K ﹤0.01% 1695
2020
Q4 		$4.37M Buy
53,073
+2,315
+5% +$187K ﹤0.01% 1526
2020
Q3 		$3.92M Buy
50,758
+620
+1% +$49.5K ﹤0.01% 1465
2020
Q2 		$3.69M Buy
50,138
+21,112
+73% +$1.38M ﹤0.01% 1447
2020
Q1 		$1.56M Buy
29,026
+49
+0.2% +$3.51K ﹤0.01% 1682
2019
Q4 		$2.02M Buy
28,977
+1,989
+7% +$129K ﹤0.01% 1800
2019
Q3 		$1.53M Buy
26,988
+2,009
+8% +$127K ﹤0.01% 1830
2019
Q2 		$1.71M Buy
24,979
+967
+4% +$66.4K ﹤0.01% 1764
2019
Q1 		$1.57M Buy
24,012
+6,720
+39% +$387K ﹤0.01% 1794
2018
Q4 		$851K Buy
17,292
+1,262
+8% +$67.6K ﹤0.01% 1958
2018
Q3 		$977K Sell
16,030
-191
-1% -$11.5K ﹤0.01% 1963
2018
Q2 		$891K Sell
16,221
-857
-5% -$47.6K ﹤0.01% 1956
2018
Q1 		$978K Sell
17,078
-2,885
-14% -$159K ﹤0.01% 1893
2017
Q4 		$998K Buy
19,963
+1,775
+10% +$91.9K ﹤0.01% 1884
2017
Q3 		$925K Buy
18,188
+2,576
+17% +$110K ﹤0.01% 1896
2017
Q2 		$616K Buy
15,612
+592
+4% +$21.3K ﹤0.01% 1997
2017
Q1 		$484K Sell
15,020
-192
-1% -$6.98K ﹤0.01% 2044
2016
Q4 		$537K Buy
15,212
+4,599
+43% +$165K ﹤0.01% 1958
2016
Q3 		$386K Sell
10,613
-159
-1% -$6.04K ﹤0.01% 1827
2016
Q2 		$357K Buy
10,772
+1,764
+20% +$56.9K ﹤0.01% 1517
2016
Q1 		$247K Buy
9,008
+2,083
+30% +$48.9K ﹤0.01% 1659
2015
Q4 		$206K Hold
6,925
– – ﹤0.01% 1733
2015
Q3 		$210K Hold
6,925
– – ﹤0.01% 1675
2015
Q2 		$286K Buy
6,925
+608
+10% +$29.3K ﹤0.01% 1556
2015
Q1 		$352K Buy
6,317
+1,382
+28% +$73.7K ﹤0.01% 1404
2014
Q4 		$243K Sell
4,935
-136
-3% -$6.39K ﹤0.01% 1482
2014
Q3 		$227K Buy
+5,071
New +$232K ﹤0.01% 1451

Other funds holding ENV

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

Legal & General Group's ENV Position: Q4 2024 in Review

Legal & General Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 133,673 shares — an estimated $8.37M sold.

Legal & General Group first reported a position in ENV in Q3 2014 and held it in 41 quarters. The position peaked at $8.37M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Legal & General Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Legal & General Group sold 133,673 ENVESTNET, INC. shares in Q4 2024, an estimated $8.37M.
  • Legal & General Group first reported a position in ENVESTNET, INC. in Q3 2014 and held it in 41 quarters.
  • Legal & General Group's ENVESTNET, INC. position peaked at $8.37M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Legal & General Group's 13F filing for Q4 2024, filed 13 Feb 2025.