Bank of Montreal’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,720
| Closed | -$258K | – | 4047 |
|
|
2023
Q1 | $258K | Buy |
5,720
+377
| +7% | +$19.3K | ﹤0.01% | 2868 |
|
|
2022
Q4 | $266K | Buy |
+5,343
| New | +$265K | ﹤0.01% | 2985 |
|
|
2022
Q3 | – | Sell |
-5,513
| Closed | -$237K | – | 4149 |
|
|
2022
Q2 | $237K | Buy |
5,513
+265
| +5% | +$11.8K | ﹤0.01% | 3166 |
|
|
2022
Q1 | $257K | Sell |
5,248
-59,714
| -92% | -$2.93M | ﹤0.01% | 3287 |
|
|
2021
Q4 | $3.08M | Buy |
64,962
+60,098
| +1,236% | +$2.87M | ﹤0.01% | 1410 |
|
|
2021
Q3 | $223K | Buy |
+4,864
| New | +$218K | ﹤0.01% | 3284 |
|
|
2021
Q2 | – | Sell |
-4,454
| Closed | -$222K | – | 4016 |
|
|
2021
Q1 | $222K | Sell |
4,454
-3,391
| -43% | -$143K | ﹤0.01% | 3064 |
|
|
2020
Q4 | $290K | Buy |
7,845
+2,695
| +52% | +$88.2K | ﹤0.01% | 3016 |
|
|
2020
Q3 | $151K | Buy |
5,150
+2,403
| +87% | +$71.1K | ﹤0.01% | 2861 |
|
|
2020
Q2 | $75K | Sell |
2,747
-289
| -10% | -$8.39K | ﹤0.01% | 3229 |
|
|
2020
Q1 | $83K | Sell |
3,036
-3,548
| -54% | -$143K | ﹤0.01% | 2674 |
|
|
2019
Q4 | $318K | Buy |
6,584
+1,109
| +20% | +$49.2K | ﹤0.01% | 2911 |
|
|
2019
Q3 | $223K | Sell |
5,475
-60,057
| -92% | -$2.42M | ﹤0.01% | 2841 |
|
|
2019
Q2 | $2.73M | Sell |
65,532
-5,622
| -8% | -$235K | ﹤0.01% | 1501 |
|
|
2019
Q1 | $2.9M | Sell |
71,154
-882
| -1% | -$37.9K | ﹤0.01% | 1467 |
|
|
2018
Q4 | $2.71M | Buy |
72,036
+18,445
| +34% | +$821K | ﹤0.01% | 1368 |
|
|
2018
Q3 | $2.84M | Buy |
53,591
+52,115
| +3,531% | +$2.9M | ﹤0.01% | 1477 |
|
|
2018
Q2 | $79K | Buy |
1,476
+128
| +9% | +$6.7K | ﹤0.01% | 3239 |
|
|
2018
Q1 | $63K | Buy |
1,348
+34
| +3% | +$1.62K | ﹤0.01% | 3140 |
|
|
2017
Q4 | $59K | Buy |
1,314
+842
| +178% | +$36.9K | ﹤0.01% | 3211 |
|
|
2017
Q3 | $20K | Sell |
472
-55,589
| -99% | -$2.2M | ﹤0.01% | 3512 |
|
|
2017
Q2 | $2.29M | Sell |
56,061
-9,584
| -15% | -$399K | ﹤0.01% | 1554 |
|
|
2017
Q1 | $2.78M | Buy |
65,645
+6,145
| +10% | +$261K | ﹤0.01% | 1354 |
|
|
2016
Q4 | $2.28M | Buy |
59,500
+34,717
| +140% | +$1.27M | ﹤0.01% | 1479 |
|
|
2016
Q3 | $774K | Buy |
24,783
+24,311
| +5,151% | +$720K | ﹤0.01% | 1924 |
|
|
2016
Q2 | $13K | Hold |
472
| – | – | ﹤0.01% | 3507 |
|
|
2016
Q1 | $13K | Hold |
472
| – | – | ﹤0.01% | 3532 |
|
|
2015
Q4 | $13K | Buy |
+472
| New | +$13.3K | ﹤0.01% | 3537 |
|
|
2014
Q3 | – | Sell |
-480
| Closed | -$9K | – | 4109 |
|
|
2014
Q2 | $9K | Sell |
480
-3,993
| -89% | -$73.1K | ﹤0.01% | 3909 |
|
|
2014
Q1 | $90K | Sell |
4,473
-445
| -9% | -$8.51K | ﹤0.01% | 2852 |
|
|
2013
Q4 | $100K | Sell |
4,918
-29
| -0.6% | -$537 | ﹤0.01% | 2538 |
|
|
2013
Q3 | $84K | Buy |
+4,947
| New | +$85.9K | ﹤0.01% | 2581 |
|
Other funds holding EFSC
PCA
Bank of Montreal's EFSC Position: Q2 2023 in Review
Bank of Montreal sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 5,720 shares — an estimated $258K sold.
Bank of Montreal first reported a position in EFSC in Q3 2013 and held it in 32 quarters. The position peaked at $3.08M in Q4 2021. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.
- Bank of Montreal reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
- Bank of Montreal sold 5,720 Enterprise Financial Services Corp shares in Q2 2023, an estimated $258K.
- Bank of Montreal first reported a position in Enterprise Financial Services Corp in Q3 2013 and held it in 32 quarters.
- Bank of Montreal's Enterprise Financial Services Corp position peaked at $3.08M in Q4 2021.
- 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.
Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.