One Fin Capital Management’s ENVESTNET, INC. ENV Stock Holding History

One Fin Capital 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	-269,500	Closed	-$16.9M	–	23
2024 Q3	$16.9M	Sell	269,500 -20,000	-7%	-$1.25M	6.38%	7
2024 Q2	$18.1M	Hold	289,500	–	–	6.5%	5
2024 Q1	$16.8M	Hold	289,500	–	–	5.72%	6
2023 Q4	$14.3M	Buy	+289,500	New	+$11.8M	5.46%	10

Other funds holding ENV

SIS

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

One Fin Capital Management's ENV Position: Q4 2024 in Review

One Fin Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 269,500 shares — an estimated $16.9M sold.

One Fin Capital Management first reported a position in ENV in Q4 2023 and held it in 4 quarters. The position peaked at $18.1M in Q2 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

One Fin Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
One Fin Capital Management sold 269,500 ENVESTNET, INC. shares in Q4 2024, an estimated $16.9M.
One Fin Capital Management first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 4 quarters.
One Fin Capital Management's ENVESTNET, INC. position peaked at $18.1M in Q2 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on One Fin Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.