LMR Partners’s ENVESTNET, INC. ENV Stock Holding History

LMR Partners’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	-10,270	Closed	-$643K	–	1789
2024 Q3	$643K	Buy	+10,270	New	+$640K	0.01%	793

Other funds holding ENV

SIS

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

LMR Partners's ENV Position: Q4 2024 in Review

LMR Partners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 10,270 shares — an estimated $643K sold.

LMR Partners first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $643K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

LMR Partners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
LMR Partners sold 10,270 ENVESTNET, INC. shares in Q4 2024, an estimated $643K.
LMR Partners first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
LMR Partners's ENVESTNET, INC. position peaked at $643K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.