Longfellow Investment Management’s ENVESTNET, INC. ENV Stock Holding History

Longfellow Investment Management’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	-1,140	Closed	-$71.4K	–	300
2024 Q3	$71.4K	Buy	+1,140	New	+$71.1K	0.02%	156

Other funds holding ENV

SIS

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

Longfellow Investment Management's ENV Position: Q4 2024 in Review

Longfellow Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 1,140 shares — an estimated $71.4K sold.

Longfellow Investment Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $71.4K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Longfellow Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Longfellow Investment Management sold 1,140 ENVESTNET, INC. shares in Q4 2024, an estimated $71.4K.
Longfellow Investment Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Longfellow Investment Management's ENVESTNET, INC. position peaked at $71.4K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Longfellow Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.