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Algert Global’s Enterprise Financial Services Corp EFSC Stock Holding History

Algert Global’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,571
Closed -$204K – 1128
2023
Q4 		$204K Buy
+4,571
New +$179K 0.01% 1022
2023
Q2 		– Sell
-4,571
Closed -$204K – 1127
2023
Q1 		$204K Buy
+4,571
New +$234K 0.01% 1025
2013
Q4 		– Sell
-37,572
Closed -$635K – 353
2013
Q3 		$635K Sell
37,572
-17,515
-32% -$304K 0.18% 175
2013
Q2 		$879K Buy
+55,087
New +$820K 0.27% 139

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Algert Global's EFSC Position: Q1 2024 in Review

Algert Global sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 4,571 shares — an estimated $204K sold.

Algert Global first reported a position in EFSC in Q2 2013 and held it in 4 quarters. The position peaked at $879K in Q2 2013. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

  • Algert Global reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
  • Algert Global sold 4,571 Enterprise Financial Services Corp shares in Q1 2024, an estimated $204K.
  • Algert Global first reported a position in Enterprise Financial Services Corp in Q2 2013 and held it in 4 quarters.
  • Algert Global's Enterprise Financial Services Corp position peaked at $879K in Q2 2013.
  • 214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on Algert Global's 13F filing for Q1 2024, filed 15 May 2024.