YCM
ENV

Yousif Capital Management’s ENVESTNET, INC. ENV Stock Holding History

Yousif Capital Management’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
-19,425
Closed -$1.22M – 1973
2024
Q3 		$1.22M Sell
19,425
-626
-3% -$39K 0.01% 1067
2024
Q2 		$1.25M Sell
20,051
-2,393
-11% -$151K 0.01% 1005
2024
Q1 		$1.3M Sell
22,444
-2,153
-9% -$112K 0.01% 1055
2023
Q4 		$1.22M Buy
24,597
+1,650
+7% +$67.5K 0.01% 1122
2023
Q3 		$1.01M Sell
22,947
-3,810
-14% -$209K 0.01% 1132
2023
Q2 		$1.59M Sell
26,757
-1,265
-5% -$73.3K 0.02% 898
2023
Q1 		$1.64M Sell
28,022
-155
-0.6% -$9.62K 0.02% 869
2022
Q4 		$1.74M Buy
28,177
+90
+0.3% +$4.79K 0.02% 855
2022
Q3 		$1.25M Sell
28,087
-2,696
-9% -$144K 0.02% 1049
2022
Q2 		$1.62M Buy
30,783
+1,790
+6% +$122K 0.02% 950
2022
Q1 		$2.16M Buy
28,993
+585
+2% +$42.8K 0.02% 879
2021
Q4 		$2.25M Buy
+28,408
New +$2.31M 0.02% 892

Other funds holding ENV

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

Yousif Capital Management's ENV Position: Q4 2024 in Review

Yousif Capital Management sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 19,425 shares — an estimated $1.22M sold.

Yousif Capital Management first reported a position in ENV in Q4 2021 and held it in 12 quarters. The position peaked at $2.25M in Q4 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Yousif Capital Management reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Yousif Capital Management sold 19,425 ENVESTNET, INC. shares in Q4 2024, an estimated $1.22M.
  • Yousif Capital Management first reported a position in ENVESTNET, INC. in Q4 2021 and held it in 12 quarters.
  • Yousif Capital Management's ENVESTNET, INC. position peaked at $2.25M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Yousif Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.