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

Sterling 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	-52	Closed	-$3.26K	–	3305
2024 Q3	$3.26K	Buy	+52	New	+$3.24K	﹤0.01%	1954

Other funds holding ENV

SIS

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

Sterling Capital Management's ENV Position: Q4 2024 in Review

Sterling Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 52 shares — an estimated $3.26K sold.

Sterling Capital Management first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $3.26K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Sterling Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Sterling Capital Management sold 52 ENVESTNET, INC. shares in Q4 2024, an estimated $3.26K.
Sterling Capital Management first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Sterling Capital Management's ENVESTNET, INC. position peaked at $3.26K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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