Bank of Nova Scotia
EFSC icon

Bank of Nova Scotia’s Enterprise Financial Services Corp EFSC Stock Holding History

Bank of Nova Scotia’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
-4,506
Closed -$201K – 1049
2023
Q1 		$201K Sell
4,506
-1,357
-23% -$69.4K ﹤0.01% 1079
2022
Q4 		$287K Buy
+5,863
New +$291K ﹤0.01% 1039

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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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Nova Scotia's EFSC Position: Q2 2023 in Review

Bank of Nova Scotia sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 4,506 shares — an estimated $201K sold.

Bank of Nova Scotia first reported a position in EFSC in Q4 2022 and held it in 2 quarters. The position peaked at $287K in Q4 2022. 197 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • Bank of Nova Scotia reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 4,506 Enterprise Financial Services Corp shares in Q2 2023, an estimated $201K.
  • Bank of Nova Scotia first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 2 quarters.
  • Bank of Nova Scotia's Enterprise Financial Services Corp position peaked at $287K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on Bank of Nova Scotia's 13F filing for Q2 2023, filed 3 Aug 2023.