Enterprise Financial Services Corp (EFSC)’s Donaldson DCI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28	Closed	-$1K	–	1291
2020 Q1	$1K	Hold	28	–	–	﹤0.01%	1140
2019 Q4	$2K	Hold	28	–	–	﹤0.01%	992
2019 Q3	$1K	Hold	28	–	–	﹤0.01%	1053
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	1100
2019 Q1	$1K	Hold	28	–	–	﹤0.01%	1112
2018 Q4	$1K	Hold	28	–	–	﹤0.01%	899
2018 Q3	$2K	Hold	28	–	–	﹤0.01%	914
2018 Q2	$1K	Hold	28	–	–	﹤0.01%	914
2018 Q1	$1K	Hold	28	–	–	﹤0.01%	891
2017 Q4	$1K	Hold	28	–	–	﹤0.01%	862
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	873
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	878
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	1002
2016 Q4	$1K	Buy	+28	New	+$1.11K	﹤0.01%	996
2015 Q1	–	Sell	-98	Closed	-$4K	–	1288
2014 Q4	$4K	Sell	98 -21	-18%	-$834	﹤0.01%	851
2014 Q3	$5K	Hold	119	–	–	﹤0.01%	767
2014 Q2	$5K	Hold	119	–	–	﹤0.01%	795
2014 Q1	$5K	Buy	+119	New	+$5.01K	﹤0.01%	801

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s DCI Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Donaldson (DCI) in Q2 2020, closing a stake of 28 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in DCI in Q1 2014 and held it in 18 quarters. The position peaked at $5K in Q3 2014. 357 funds tracked by Wall St. Rank hold DCI as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Donaldson position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 28 Donaldson shares in Q2 2020, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in Donaldson in Q1 2014 and held it in 18 quarters.
Enterprise Financial Services Corp (EFSC)'s Donaldson position peaked at $5K in Q3 2014.
357 funds tracked by Wall St. Rank held Donaldson as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.