UBS Group
ENV

UBS Group’s ENVESTNET, INC. ENV Stock Holding History

UBS Group’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
2016
Q1 		– Sell
-11,700
Closed -$349K – 8927
2015
Q4 		$349K Hold
11,700
– – ﹤0.01% 4228
2015
Q3 		$351K Buy
+11,700
New +$429K ﹤0.01% 4188

Other funds holding ENV

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

UBS Group's ENV Position: Q4 2024 in Review

UBS Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 71,932 shares — an estimated $4.5M sold.

UBS Group first reported a position in ENV in Q4 2014 and held it in 40 quarters. The position peaked at $24.5M in Q3 2017. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • UBS Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 71,932 ENVESTNET, INC. shares in Q4 2024, an estimated $4.5M.
  • UBS Group first reported a position in ENVESTNET, INC. in Q4 2014 and held it in 40 quarters.
  • UBS Group's ENVESTNET, INC. position peaked at $24.5M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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