Mackenzie Financial’s ENVESTNET, INC. ENV Stock Holding History

Mackenzie Financial’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	-3,381	Closed	-$212K	–	1814
2024 Q3	$212K	Hold	3,381	–	–	﹤0.01%	1360
2024 Q2	$212K	Buy	+3,381	New	+$213K	﹤0.01%	1320
2023 Q1	–	Sell	-3,381	Closed	-$209K	–	1653
2022 Q4	$209K	Buy	+3,381	New	+$180K	﹤0.01%	1236
2022 Q2	–	Sell	-3,082	Closed	-$229K	–	1589
2022 Q1	$229K	Buy	3,082 +132	+4%	+$9.67K	﹤0.01%	1231
2021 Q4	$234K	Sell	2,950 -225	-7%	-$18.3K	﹤0.01%	1265
2021 Q3	$255K	Buy	+3,175	New	+$243K	﹤0.01%	1210
2021 Q1	–	Sell	-5,829	Closed	-$480K	–	1239
2020 Q4	$480K	Buy	5,829 +622	+12%	+$50.1K	﹤0.01%	844
2020 Q3	$402K	Sell	5,207 -1,755	-25%	-$140K	﹤0.01%	820
2020 Q2	$512K	Buy	6,962 +1,053	+18%	+$68.8K	﹤0.01%	788
2020 Q1	$318K	Sell	5,909 -2,196	-27%	-$157K	﹤0.01%	892
2019 Q4	$564K	Buy	+8,105	New	+$527K	﹤0.01%	842

Other funds holding ENV

SIS

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

Mackenzie Financial's ENV Position: Q4 2024 in Review

Mackenzie Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 3,381 shares — an estimated $212K sold.

Mackenzie Financial first reported a position in ENV in Q4 2019 and held it in 11 quarters. The position peaked at $564K in Q4 2019. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Mackenzie Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Mackenzie Financial sold 3,381 ENVESTNET, INC. shares in Q4 2024, an estimated $212K.
Mackenzie Financial first reported a position in ENVESTNET, INC. in Q4 2019 and held it in 11 quarters.
Mackenzie Financial's ENVESTNET, INC. position peaked at $564K in Q4 2019.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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