Picton Mahoney Asset Management’s ENVESTNET, INC. ENV Stock Holding History

Picton Mahoney Asset 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	-250,000	Closed	-$15.7M	–	987
2024 Q3	$15.7M	Buy	+250,000	New	+$15.6M	0.51%	57
2024 Q1	–	Sell	-8,397	Closed	-$415K	–	511
2023 Q4	$415K	Buy	+8,397	New	+$343K	0.01%	257

Other funds holding ENV

SIS

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

Picton Mahoney Asset Management's ENV Position: Q4 2024 in Review

Picton Mahoney Asset Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 250,000 shares — an estimated $15.7M sold.

Picton Mahoney Asset Management first reported a position in ENV in Q4 2023 and held it in 2 quarters. The position peaked at $15.7M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Picton Mahoney Asset Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Picton Mahoney Asset Management sold 250,000 ENVESTNET, INC. shares in Q4 2024, an estimated $15.7M.
Picton Mahoney Asset Management first reported a position in ENVESTNET, INC. in Q4 2023 and held it in 2 quarters.
Picton Mahoney Asset Management's ENVESTNET, INC. position peaked at $15.7M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.