Woodline Partners’s ENVESTNET, INC. ENV Stock Holding History

Woodline Partners’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	-600,000	Closed	-$37.6M	–	1029
2024 Q3	$37.6M	Buy	+600,000	New	+$37.4M	0.32%	99

Other funds holding ENV

SIS

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

Woodline Partners's ENV Position: Q4 2024 in Review

Woodline Partners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 600,000 shares — an estimated $37.6M sold.

Woodline Partners first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $37.6M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Woodline Partners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Woodline Partners sold 600,000 ENVESTNET, INC. shares in Q4 2024, an estimated $37.6M.
Woodline Partners first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Woodline Partners's ENVESTNET, INC. position peaked at $37.6M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

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