Baird Financial Group
EFSC icon

Baird Financial Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Baird Financial Group’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
2022
Q3 		– Sell
-8,448
Closed -$351K – 1738
2022
Q2 		$351K Sell
8,448
-28
-0.3% -$1.25K ﹤0.01% 1484
2022
Q1 		$401K Sell
8,476
-38,019
-82% -$1.86M ﹤0.01% 1501
2021
Q4 		$2.19M Sell
46,495
-57,777
-55% -$2.76M 0.01% 902
2021
Q3 		$4.72M Buy
104,272
+6,636
+7% +$297K 0.01% 621
2021
Q2 		$4.53M Buy
+97,636
New +$4.78M 0.01% 627

Other funds holding EFSC

BlackRock
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EARNEST Partners
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Baird Financial Group's EFSC Position: Q3 2022 in Review

Baird Financial Group sold out of Enterprise Financial Services Corp (EFSC) in Q3 2022, closing a stake of 8,448 shares — an estimated $351K sold.

Baird Financial Group first reported a position in EFSC in Q2 2021 and held it in 5 quarters. The position peaked at $4.72M in Q3 2021. 188 funds tracked by Wall St. Rank hold EFSC as of Q3 2022.

  • Baird Financial Group reported no remaining Enterprise Financial Services Corp position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 8,448 Enterprise Financial Services Corp shares in Q3 2022, an estimated $351K.
  • Baird Financial Group first reported a position in Enterprise Financial Services Corp in Q2 2021 and held it in 5 quarters.
  • Baird Financial Group's Enterprise Financial Services Corp position peaked at $4.72M in Q3 2021.
  • 188 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.