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

Mendota 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	-4	Closed	-$251	–	1212
2024 Q3	$251	Buy	+4	New	+$249	﹤0.01%	552

Other funds holding ENV

SIS

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

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

Mendota Financial Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4 shares — an estimated $251 sold.

Mendota Financial Group first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $251 in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Mendota Financial Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 4 ENVESTNET, INC. shares in Q4 2024, an estimated $251.
Mendota Financial Group first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's ENVESTNET, INC. position peaked at $251 in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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