Envestnet Portfolio Solutions, Inc. Sells in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-8.3K
- 62.84%
$42.36 - $43.8 $352K - $363K
4.91K $213K
LEN
Lennar Corp

Consumer Cyclical
-1.67K
- 22.67%
$113.93 - $141.54 $190K - $237K
5.71K $654K
K
Kellogg CO

Consumer Defensive
-4.4K
- 53.54%
$81.06 - $82.9 $357K - $365K
3.82K $315K
HST
Host Hotels & Resorts, Inc.

Real Estate
-13.2K
- 26.73%
$14.21 - $17.45 $187K - $230K
36.1K $512K
LAD
Lithia Motors Inc

Consumer Cyclical
-796
- 43.81%
$285.59 - $385.71 $227K - $307K
1.02K $299K
TTC
Toro CO

Industrials
-3.71K
- 34.12%
$71.86 - $87.28 $267K - $324K
7.17K $521K
AL
Air Lease Corp

Industrials
-7.26K
- 29.17%
$43.38 - $51.13 $315K - $371K
17.6K $851K
HDV
Ishares Core High Dividend ETF

ETFs
-3.74K
- 31.44%
$110.86 - $121.12 $414K - $453K
8.15K $986K
DSGX
Descartes Systems Group Inc

Technology
-2.31K
- 25.75%
$96.4 - $122.5 $222K - $282K
6.65K $670K
ESI
Element Solutions Inc

Basic Materials
-11K
- 31.87%
$22.61 - $27.55 $248K - $302K
23.4K $529K
OTIS
Otis Worldwide Corp

Industrials
-5.81K
- 23.61%
$90.77 - $104.01 $527K - $604K
18.8K $1.94M
TYL
Tyler Technologies Inc

Technology
-618
- 14.74%
$553.41 - $646.74 $342K - $400K
3.58K $2.08M
VGSH
Vanguard

ETFs
-6.08K
- 17.48%
$58.07 - $58.69 $353K - $357K
28.7K $1.68M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-9.35K
- 5.69%
$39.96 - $43.3 $374K - $405K
155K $6.38M
AYI
Acuity Brands Inc

Industrials
-925
- 28.67%
$257.8 - $337.07 $238K - $312K
2.3K $605K
EVR
Evercore Inc.

Financial Services
-853
- 39.69%
$190.28 - $291.27 $162K - $248K
1.3K $258K
PCTY
Paylocity Holding Corp

Technology
-1.48K
- 30.37%
$183.21 - $217.86 $272K - $323K
3.4K $637K
AKAM
Akamai Technologies Inc

Technology
-3.71K
- 38.55%
N/A
5.91K $537K
GPN
Global Payments Inc

Industrials
-1.85K
- 16.87%
$92.18 - $113.03 $171K - $209K
9.11K $892K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-38.5K
- 38.66%
$11.66 - $14.98 $449K - $577K
61.1K $833K
KIM
Kimco Realty Corp

Real Estate
-4.97K
- 4.74%
$20.15 - $23.42 $100K - $116K
99.9K $2.12M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-5.53K
- 8.17%
$30.9 - $34.79 $171K - $192K
62.1K $1.94M
AWI
Armstrong World Industries Inc

Industrials
-2.34K
- 30.93%
$136.0 - $154.19 $318K - $361K
5.23K $736K
SNDR
Schneider National, Inc.

Industrials
-8.35K
- 37.85%
$22.65 - $30.73 $189K - $257K
13.7K $313K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.56K
- 40.74%
$157.11 - $206.52 $244K - $321K
2.26K $380K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-944
- 4.8%
$121.0 - $142.28 $114K - $134K
18.7K $2.33M
MLM
Martin Marietta Materials Inc

Basic Materials
-378
- 9.75%
$460.39 - $552.64 $174K - $209K
3.5K $1.67M
PFGC
Performance Food Group CO

Consumer Defensive
-3.63K
- 48.92%
$74.86 - $90.93 $272K - $330K
3.79K $298K
XLP
Consumer Staples Sector Spdr

ETFs
-4.3K
- 16.81%
N/A
21.3K $1.62M
VIG
Vanguard Dividend Appreciation

ETFs
-1.8K
- 4.34%
N/A
39.8K $7.25M
BCS
Barclays PLC

Financial Services
-30.2K
- 45.98%
$12.69 - $16.25 $383K - $490K
35.4K $544K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-1.06K
- 7.84%
$109.48 - $136.56 $116K - $145K
12.5K $1.37M
WK
Workiva Inc

Technology
-1.54K
- 24.98%
$75.91 - $114.09 $117K - $176K
4.63K $351K
CG
Carlyle Group Inc.

Financial Services
-5.4K
- 42.87%
$40.03 - $56.96 $216K - $307K
7.19K $313K
LFUS
Littelfuse Inc

Technology
-1.11K
- 41.45%
$196.74 - $255.16 $218K - $283K
1.57K $307K
LYG
Lloyds Banking Group PLC

Financial Services
-188K
- 52.04%
$2.58 - $3.9 $484K - $732K
173K $660K
MC
Moelis & CO

Financial Services
-3.15K
- 37.45%
$57.91 - $81.2 $182K - $256K
5.26K $306K
LECO
Lincoln Electric Holdings Inc

Industrials
-1.68K
- 51.64%
$180.51 - $216.81 $303K - $364K
1.57K $297K
BXP
Boston Properties Inc

Real Estate
-3.6K
- 38.62%
$63.97 - $74.91 $230K - $270K
5.72K $384K
PHG
Koninklijke Philips Nv

Healthcare
-12.1K
- 56.9%
$24.92 - $28.61 $302K - $347K
9.18K $233K
ERIC
Ericsson Lm Telephone CO

Technology
-37.1K
- 62.76%
$7.47 - $8.9 $277K - $330K
22K $170K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-12K
- 48.26%
$23.53 - $25.24 $283K - $304K
12.9K $306K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-12K
- 16.85%
$23.9 - $24.43 $286K - $293K
59.1K $1.42M
SLAB
Silicon Laboratories Inc.

Technology
-1.71K
- 18.04%
$112.57 - $158.7 $192K - $271K
7.76K $872K
ATO
Atmos Energy Corp

Utilities
-2.34K
- 59.95%
$136.51 - $154.58 $319K - $361K
1.56K $241K
CTAS
Cintas Corp

Industrials
-4.09K
- 17.3%
$182.09 - $208.14 $745K - $852K
19.6K $4.02M
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.72K
- 18.17%
$101.42 - $113.2 $377K - $421K
16.8K $1.85M
ZWS
Zurn Water Solutions Corp

Industrials
-6.27K
- 29.18%
$32.38 - $39.44 $203K - $247K
15.2K $501K
CBT
Cabot Corp

Basic Materials
-2.88K
- 39.94%
$81.12 - $92.51 $234K - $267K
4.33K $360K
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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