Stifel Financial
ENV

Stifel Financial’s ENVESTNET, INC. ENV Stock Holding History

Stifel Financial’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
-33,215
Closed -$2.08M – 3521
2024
Q3 		$2.08M Sell
33,215
-3,707
-10% -$231K ﹤0.01% 1743
2024
Q2 		$2.31M Buy
36,922
+5,983
+19% +$376K ﹤0.01% 1624
2024
Q1 		$1.79M Buy
30,939
+2,985
+11% +$156K ﹤0.01% 1796
2023
Q4 		$1.38M Buy
27,954
+2,368
+9% +$96.9K ﹤0.01% 1929
2023
Q3 		$1.13M Buy
25,586
+539
+2% +$29.6K ﹤0.01% 1977
2023
Q2 		$1.49M Buy
25,047
+2,199
+10% +$127K ﹤0.01% 1817
2023
Q1 		$1.34M Sell
22,848
-3,492
-13% -$217K ﹤0.01% 1832
2022
Q4 		$1.63M Buy
26,340
+3,395
+15% +$181K ﹤0.01% 1675
2022
Q3 		$1.02M Buy
22,945
+3,732
+19% +$199K ﹤0.01% 1960
2022
Q2 		$1.01M Sell
19,213
-2
-0% -$137 ﹤0.01% 1989
2022
Q1 		$1.43M Sell
19,215
-436
-2% -$31.9K ﹤0.01% 1874
2021
Q4 		$1.56M Buy
19,651
+6
+0% +$488 ﹤0.01% 1805
2021
Q3 		$1.58M Sell
19,645
-8,628
-31% -$659K ﹤0.01% 1738
2021
Q2 		$2.15M Sell
28,273
-3,117
-10% -$229K ﹤0.01% 1559
2021
Q1 		$2.27M Sell
31,390
-2,947
-9% -$229K ﹤0.01% 1447
2020
Q4 		$2.83M Sell
34,337
-2,079
-6% -$168K 0.01% 1174
2020
Q3 		$2.81M Buy
36,416
+2,141
+6% +$171K 0.01% 1047
2020
Q2 		$2.52M Buy
34,275
+185
+0.5% +$12.1K 0.01% 1039
2020
Q1 		$1.83M Buy
34,090
+465
+1% +$33.3K 0.01% 1080
2019
Q4 		$2.34M Buy
33,625
+3,048
+10% +$198K ﹤0.01% 1241
2019
Q3 		$1.74M Buy
30,577
+615
+2% +$38.8K ﹤0.01% 1410
2019
Q2 		$2.05M Buy
29,962
+1,554
+5% +$107K 0.01% 1315
2019
Q1 		$1.86M Sell
28,408
-402
-1% -$23.1K 0.01% 1282
2018
Q4 		$1.42M Sell
28,810
-1,030
-3% -$55.2K ﹤0.01% 1340
2018
Q3 		$1.81M Buy
29,840
+5,097
+21% +$308K 0.01% 1313
2018
Q2 		$1.35M Buy
24,743
+1,785
+8% +$99.2K ﹤0.01% 1436
2018
Q1 		$1.32M Buy
22,958
+5,432
+31% +$299K ﹤0.01% 1397
2017
Q4 		$873K Sell
17,526
-1,382
-7% -$71.5K ﹤0.01% 1598
2017
Q3 		$965K Sell
18,908
-1,520
-7% -$65K ﹤0.01% 1503
2017
Q2 		$810K Buy
20,428
+868
+4% +$31.2K ﹤0.01% 1572
2017
Q1 		$631K Buy
19,560
+2,723
+16% +$99K ﹤0.01% 1683
2016
Q4 		$593K Hold
16,837
– – ﹤0.01% 1688
2016
Q3 		$613K Sell
16,837
-2,554
-13% -$96.9K ﹤0.01% 1610
2016
Q2 		$646K Buy
19,391
+1,223
+7% +$39.5K ﹤0.01% 1610
2016
Q1 		$494K Buy
18,168
+3,200
+21% +$75.1K ﹤0.01% 1586
2015
Q4 		$447K Buy
+14,968
New +$461K ﹤0.01% 1724
2015
Q3 		– Sell
-69,944
Closed -$2.83M – 2503
2015
Q2 		$2.83M Sell
69,944
-248,621
-78% -$12M 0.01% 809
2015
Q1 		$17.9M Sell
318,565
-3,849
-1% -$205K 0.1% 246
2014
Q4 		$23.1M Buy
322,414
+53,412
+20% +$2.51M 0.13% 197
2014
Q3 		$12.1M Buy
269,002
+6,795
+3% +$311K 0.11% 242
2014
Q2 		$12.8M Buy
262,207
+92,945
+55% +$3.76M 0.12% 236
2014
Q1 		$6.8M Buy
+169,262
New +$7.25M 0.07% 354

Other funds holding ENV

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

Stifel Financial's ENV Position: Q4 2024 in Review

Stifel Financial sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 33,215 shares — an estimated $2.08M sold.

Stifel Financial first reported a position in ENV in Q1 2014 and held it in 42 quarters. The position peaked at $23.1M in Q4 2014. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Stifel Financial reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 33,215 ENVESTNET, INC. shares in Q4 2024, an estimated $2.08M.
  • Stifel Financial first reported a position in ENVESTNET, INC. in Q1 2014 and held it in 42 quarters.
  • Stifel Financial's ENVESTNET, INC. position peaked at $23.1M in Q4 2014.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.