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Ardent Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Ardent Capital 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
2023
Q2 		– Sell
-5,250
Closed -$234K – 31
2023
Q1 		$234K Hold
5,250
– – 0.17% 27
2022
Q4 		$257K Buy
+5,250
New +$261K 0.2% 25

Other funds holding EFSC

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ardent Capital Management's EFSC Position: Q2 2023 in Review

Ardent Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 5,250 shares — an estimated $234K sold.

Ardent Capital Management first reported a position in EFSC in Q4 2022 and held it in 2 quarters. The position peaked at $257K in Q4 2022. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • Ardent Capital Management reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • Ardent Capital Management sold 5,250 Enterprise Financial Services Corp shares in Q2 2023, an estimated $234K.
  • Ardent Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 2 quarters.
  • Ardent Capital Management's Enterprise Financial Services Corp position peaked at $257K in Q4 2022.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on Ardent Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.