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

Mesirow Financial 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	-4,108	Closed	-$257K	–	630
2024 Q3	$257K	Hold	4,108	–	–	0.01%	491
2024 Q2	$257K	Hold	4,108	–	–	0.01%	433
2024 Q1	$238K	Buy	+4,108	New	+$214K	0.01%	464

Other funds holding ENV

SIS

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

Mesirow Financial Investment Management's ENV Position: Q4 2024 in Review

Mesirow Financial Investment Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 4,108 shares — an estimated $257K sold.

Mesirow Financial Investment Management first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Mesirow Financial Investment Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Mesirow Financial Investment Management sold 4,108 ENVESTNET, INC. shares in Q4 2024, an estimated $257K.
Mesirow Financial Investment Management first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Mesirow Financial Investment Management's ENVESTNET, INC. position peaked at $257K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.