Alpha DNA Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Alpha DNA Investment Management’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 Q4	–	Sell	-7,858	Closed	-$403K	–	210
2024 Q3	$403K	Buy	+7,858	New	+$386K	0.15%	180
2023 Q2	–	Sell	-22,672	Closed	-$1.01M	–	176
2023 Q1	$1.01M	Buy	+22,672	New	+$1.16M	0.3%	116
2022 Q2	–	Sell	-25,777	Closed	-$1.22M	–	131
2022 Q1	$1.22M	Buy	+25,777	New	+$1.26M	0.86%	57

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Alpha DNA Investment Management's EFSC Position: Q4 2024 in Review

Alpha DNA Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2024, closing a stake of 7,858 shares — an estimated $403K sold.

Alpha DNA Investment Management first reported a position in EFSC in Q1 2022 and held it in 3 quarters. The position peaked at $1.22M in Q1 2022. 225 funds tracked by Wall St. Rank hold EFSC as of Q4 2024.

Alpha DNA Investment Management reported no remaining Enterprise Financial Services Corp position as of Q4 2024 after selling out during the quarter.
Alpha DNA Investment Management sold 7,858 Enterprise Financial Services Corp shares in Q4 2024, an estimated $403K.
Alpha DNA Investment Management first reported a position in Enterprise Financial Services Corp in Q1 2022 and held it in 3 quarters.
Alpha DNA Investment Management's Enterprise Financial Services Corp position peaked at $1.22M in Q1 2022.
225 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2024.

Based on Alpha DNA Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.