Westchester Capital Management (New York)’s ENVESTNET, INC. ENV Stock Holding History

Westchester Capital Management (New York)’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	-730,537	Closed	-$45.7M	–	240
2024 Q3	$45.7M	Buy	+730,537	New	+$45.6M	1.95%	14

Other funds holding ENV

SIS

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

Westchester Capital Management (New York)'s ENV Position: Q4 2024 in Review

Westchester Capital Management (New York) sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 730,537 shares — an estimated $45.7M sold.

Westchester Capital Management (New York) first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $45.7M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Westchester Capital Management (New York) reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Westchester Capital Management (New York) sold 730,537 ENVESTNET, INC. shares in Q4 2024, an estimated $45.7M.
Westchester Capital Management (New York) first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Westchester Capital Management (New York)'s ENVESTNET, INC. position peaked at $45.7M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.