Emerald Mutual Fund Advisers Trust’s Enterprise Financial Services Corp EFSC Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q1	–	Sell	-2,878	Closed	-$141K	–	234
2022 Q4	$141K	Sell	2,878 -70,811	-96%	-$3.52M	0.01%	188
2022 Q3	$3.25M	Hold	73,689	–	–	0.21%	121
2022 Q2	$3.06M	Hold	73,689	–	–	0.18%	123
2022 Q1	$3.49M	Sell	73,689 -13,086	-15%	-$642K	0.15%	133
2021 Q4	$4.09M	Hold	86,775	–	–	0.14%	134
2021 Q3	$3.93M	Buy	+86,775	New	+$3.89M	0.14%	135
2020 Q1	–	Sell	-15,353	Closed	-$740K	–	249
2019 Q4	$740K	Buy	+15,353	New	+$682K	0.03%	187

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Emerald Mutual Fund Advisers Trust's EFSC Position: Q1 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of Enterprise Financial Services Corp (EFSC) in Q1 2023, closing a stake of 2,878 shares — an estimated $141K sold.

Emerald Mutual Fund Advisers Trust first reported a position in EFSC in Q4 2019 and held it in 7 quarters. The position peaked at $4.09M in Q4 2021. 223 funds tracked by Wall St. Rank hold EFSC as of Q1 2023.

Emerald Mutual Fund Advisers Trust reported no remaining Enterprise Financial Services Corp position as of Q1 2023 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 2,878 Enterprise Financial Services Corp shares in Q1 2023, an estimated $141K.
Emerald Mutual Fund Advisers Trust first reported a position in Enterprise Financial Services Corp in Q4 2019 and held it in 7 quarters.
Emerald Mutual Fund Advisers Trust's Enterprise Financial Services Corp position peaked at $4.09M in Q4 2021.
223 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2023, filed 4 May 2023.