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	-13,700	Closed	-$603K	–	5035
2023 Q3	$603K	Sell	13,700 -36,300	-73%	-$1.99M	﹤0.01%	2237
2023 Q2	$2.97M	Hold	50,000	–	–	0.01%	942
2023 Q1	$2.93M	Buy	+50,000	New	+$3.1M	0.01%	1020
2022 Q3	–	Sell	-100,000	Closed	-$5.61M	–	6525
2022 Q2	$5.61M	Buy	+100,000	New	+$6.84M	0.01%	1291
2019 Q1	–	Sell	-5,000	Closed	-$246K	–	5020
2018 Q4	$246K	Hold	5,000	–	–	﹤0.01%	2883
2018 Q3	$305K	Buy	+5,000	New	+$302K	﹤0.01%	2936

Other funds holding ENV

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.