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
2024 Q1	–	Sell	-14,000	Closed	-$693K	–	10488
2023 Q4	$693K	Buy	+14,000	New	+$573K	﹤0.01%	4814

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.