PEAK6 Investments’s ENVESTNET, INC. ENV Stock Holding History

PEAK6 Investments’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
2023 Q4	–	Sell	-18,525	Closed	-$816K	–	5034
2023 Q3	$816K	Buy	18,525 +17,043	+1,150%	+$936K	﹤0.01%	1988
2023 Q2	$88K	Sell	1,482 -28,316	-95%	-$1.64M	﹤0.01%	3277
2023 Q1	$1.75M	Sell	29,798 -5,552	-16%	-$345K	0.01%	1420
2022 Q4	$2.18M	Sell	35,350 -124,416	-78%	-$6.62M	0.01%	1267
2022 Q3	$7.09M	Buy	159,766 +142,698	+836%	+$7.61M	0.03%	613
2022 Q2	$910K	Buy	+17,068	New	+$1.17M	﹤0.01%	3200
2022 Q1	–	Sell	-4,244	Closed	-$337K	–	6252
2021 Q4	$337K	Buy	+4,244	New	+$345K	﹤0.01%	3564
2019 Q3	–	Sell	-25,420	Closed	-$1.74M	–	4636
2019 Q2	$1.74M	Sell	25,420 -4,923	-16%	-$338K	0.01%	1399
2019 Q1	$1.98M	Buy	30,343 +27,874	+1,129%	+$1.6M	0.01%	1306
2018 Q4	$121K	Buy	2,469 +2,163	+707%	+$116K	﹤0.01%	3324
2018 Q3	$19K	Buy	+306	New	+$18.5K	﹤0.01%	3920

Other funds holding ENV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

PEAK6 Investments's ENV Position: Q4 2023 in Review

PEAK6 Investments sold out of ENVESTNET, INC. (ENV) in Q4 2023, closing a stake of 18,525 shares — an estimated $816K sold.

PEAK6 Investments first reported a position in ENV in Q3 2018 and held it in 11 quarters. The position peaked at $7.09M in Q3 2022. 219 funds tracked by Wall St. Rank hold ENV as of Q4 2023.

PEAK6 Investments reported no remaining ENVESTNET, INC. position as of Q4 2023 after selling out during the quarter.
PEAK6 Investments sold 18,525 ENVESTNET, INC. shares in Q4 2023, an estimated $816K.
PEAK6 Investments first reported a position in ENVESTNET, INC. in Q3 2018 and held it in 11 quarters.
PEAK6 Investments's ENVESTNET, INC. position peaked at $7.09M in Q3 2022.
219 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2023.

Based on PEAK6 Investments's 13F filing for Q4 2023, filed 13 Feb 2024.