Eagle Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Eagle Asset 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 Q3	$6.93M	Buy	+118,898	New	+$5.84M	0.04%	355
2021 Q3	–	Sell	-157,604	Closed	-$7.31M	–	598
2021 Q2	$7.31M	Sell	157,604 -83,278	-35%	-$4.08M	0.03%	376
2021 Q1	$11.9M	Sell	240,882 -9,842	-4%	-$414K	0.05%	285
2020 Q4	$8.76M	Buy	250,724 +41,736	+20%	+$1.37M	0.05%	307
2020 Q3	$5.73M	Buy	208,988 +27,605	+15%	+$817K	0.03%	346
2020 Q2	$5.42M	Sell	181,383 -22,204	-11%	-$645K	0.03%	365
2020 Q1	$5.68M	Buy	203,587 +29,458	+17%	+$1.18M	0.04%	350
2019 Q4	$8.39M	Buy	174,129 +7,592	+5%	+$337K	0.04%	336
2019 Q3	$6.79M	Sell	166,537 -17,284	-9%	-$697K	0.04%	364
2019 Q2	$7.65M	Buy	183,821 +1,098	+0.6%	+$45.9K	0.04%	346
2019 Q1	$7.45M	Buy	182,723 +52,324	+40%	+$2.25M	0.04%	347
2018 Q4	$4.91M	Buy	+130,399	New	+$5.8M	0.03%	388

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Eagle Asset Management's EFSC Position: Q3 2024 in Review

Eagle Asset Management opened a new position in Enterprise Financial Services Corp (EFSC) in Q3 2024: 118,898 shares worth $6.93M. The stake represents 0.04% of the portfolio and ranks #355 among its holdings. This is a return to the name: Eagle Asset Management previously reported a position in EFSC as recently as Q2 2021.

Eagle Asset Management first reported a position in EFSC in Q4 2018 and has held it in 12 quarters since. The position peaked at $11.9M in Q1 2021. 227 funds tracked by Wall St. Rank hold EFSC as of Q3 2024.

Eagle Asset Management held 118,898 shares of Enterprise Financial Services Corp worth $6.93M as of Q3 2024.
Enterprise Financial Services Corp was a new Eagle Asset Management position in Q3 2024.
Enterprise Financial Services Corp made up 0.04% of Eagle Asset Management's portfolio in Q3 2024, its #355 holding.
Eagle Asset Management first reported a position in Enterprise Financial Services Corp in Q4 2018 and has held it in 12 quarters since.
Eagle Asset Management's Enterprise Financial Services Corp position peaked at $11.9M in Q1 2021.
227 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.