Question 1

How many shares of ENV does STIFEL FINANCIAL CORP own?

Accepted Answer

STIFEL FINANCIAL CORP previously held 0 shares of ENV (ENVESTNET INC) before exiting the position in 2024-Q4.

Question 2

What is STIFEL FINANCIAL CORP's ENV position worth?

Accepted Answer

STIFEL FINANCIAL CORP's ENV position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is STIFEL FINANCIAL CORP buying or selling ENV?

Accepted Answer

In 2024-Q4, STIFEL FINANCIAL CORP exited their ENV position entirely (-100.0% change in shares).

Question 4

When did STIFEL FINANCIAL CORP first buy ENV?

Accepted Answer

Based on available 13F filings, STIFEL FINANCIAL CORP first reported a position in ENV in 2018-Q4. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2024-Q3	Decreased	33,215	-10.0%	$2.1M	0.0%	—	0
2024-Q2	Increased	36,922	+19.3%	$2.3M	0.0%	—	31
2024-Q1	Increased	30,939	+10.7%	$1.8M	0.0%	—	29
2023-Q4	Increased	27,954	+9.3%	$1.4M	0.0%	—	28
2023-Q3	Increased	25,586	+2.1%	$1.1M	0.0%	—	26
2023-Q2	Increased	25,047	+9.6%	$1.5M	0.0%	—	28
2023-Q1	Decreased	22,848	-13.3%	$1.3M	0.0%	—	0
2022-Q4	Increased	26,340	+14.8%	$1.6M	0.0%	—	29
2022-Q3	Increased	22,945	+19.4%	$1M	0.0%	—	30
2022-Q2	Decreased	19,213	-0.0%	$1M	0.0%	—	0
2022-Q1	Decreased	19,215	-2.2%	$1.4M	0.0%	—	0
2021-Q4	Increased	19,651	+0.0%	$1.6M	0.0%	—	25
2021-Q3	Decreased	19,645	-30.5%	$1.6M	0.0%	—	0
2021-Q2	Decreased	28,273	-9.9%	$2.1M	0.0%	—	0
2021-Q1	Decreased	31,390	-8.6%	$2.3M	0.0%	—	0
2020-Q4	Decreased	34,337	-5.7%	$2.8M	0.0%	—	0
2020-Q3	Increased	36,416	+6.3%	$2.8M	0.0%	—	28
2020-Q2	Increased	34,275	+0.5%	$2.5M	0.0%	—	26
2020-Q1	Increased	34,090	+1.4%	$1.8M	0.0%	—	26
2019-Q4	Increased	33,625	+10.0%	$2.3M	0.0%	—	29
2019-Q3	Increased	30,577	+2.0%	$1.7M	0.0%	—	26
2019-Q2	Increased	29,962	+5.5%	$2.1M	0.0%	—	27
2019-Q1	Decreased	28,408	-1.4%	$1.9M	0.0%	—	0
2018-Q4	New	28,810	-	$1.4M	0.0%	—	35

ENV25 quarters

ENV
25 quarters