Sagefield Capital’s ENVESTNET, INC. ENV Stock Holding History

Sagefield Capital’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	-21,500	Closed	-$1.35M	–	122
2024 Q3	$1.35M	Buy	+21,500	New	+$1.34M	0.15%	74

Other funds holding ENV

SIS

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

Sagefield Capital's ENV Position: Q4 2024 in Review

Sagefield Capital sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 21,500 shares — an estimated $1.35M sold.

Sagefield Capital first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $1.35M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Sagefield Capital reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Sagefield Capital sold 21,500 ENVESTNET, INC. shares in Q4 2024, an estimated $1.35M.
Sagefield Capital first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Sagefield Capital's ENVESTNET, INC. position peaked at $1.35M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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