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

Winton 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 Q4	–	Sell	-95,268	Closed	-$5.97M	–	832
2024 Q3	$5.97M	Buy	+95,268	New	+$5.94M	0.42%	54
2023 Q1	–	Sell	-8,235	Closed	-$508K	–	1102
2022 Q4	$508K	Sell	8,235 -207	-2%	-$11K	0.03%	626
2022 Q3	$375K	Buy	8,442 +3,622	+75%	+$193K	0.02%	725
2022 Q2	$254K	Sell	4,820 -2,515	-34%	-$172K	0.01%	848
2022 Q1	$546K	Buy	+7,335	New	+$537K	0.03%	654
2021 Q3	–	Sell	-3,825	Closed	-$290K	–	1540
2021 Q2	$290K	Buy	+3,825	New	+$281K	0.02%	1195
2020 Q3	–	Sell	-20,291	Closed	-$1.49M	–	1685
2020 Q2	$1.49M	Sell	20,291 -18,071	-47%	-$1.18M	0.04%	792
2020 Q1	$2.06M	Buy	38,362 +17,569	+84%	+$1.26M	0.05%	565
2019 Q4	$1.45M	Buy	20,793 +1,379	+7%	+$89.6K	0.02%	919
2019 Q3	$1.1M	Buy	+19,414	New	+$1.23M	0.01%	788
2018 Q2	–	Sell	-5,026	Closed	-$288K	–	1243
2018 Q1	$288K	Buy	+5,026	New	+$276K	0.01%	991

Other funds holding ENV

SIS

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

Winton Group's ENV Position: Q4 2024 in Review

Winton Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 95,268 shares — an estimated $5.97M sold.

Winton Group first reported a position in ENV in Q1 2018 and held it in 11 quarters. The position peaked at $5.97M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Winton Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Winton Group sold 95,268 ENVESTNET, INC. shares in Q4 2024, an estimated $5.97M.
Winton Group first reported a position in ENVESTNET, INC. in Q1 2018 and held it in 11 quarters.
Winton Group's ENVESTNET, INC. position peaked at $5.97M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Winton Group's 13F filing for Q4 2024, filed 12 Feb 2025.