EFSCE
EFOR

Enterprise Financial Services Corp (EFSC)’s Everforth Inc EFOR Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-75
Closed -$5K – 1277
2019
Q4 		$5K Hold
75
– – ﹤0.01% 849
2019
Q3 		$5K Hold
75
– – ﹤0.01% 837
2019
Q2 		$5K Hold
75
– – ﹤0.01% 875
2019
Q1 		$5K Hold
75
– – ﹤0.01% 886
2018
Q4 		$4K Hold
75
– – ﹤0.01% 685
2018
Q3 		$6K Buy
+75
New +$6.48K ﹤0.01% 687

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s EFOR Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Everforth Inc (EFOR) in Q1 2020, closing a stake of 75 shares — an estimated $5K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EFOR in Q3 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 243 funds tracked by Wall St. Rank hold EFOR as of Q1 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Everforth Inc position as of Q1 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 75 Everforth Inc shares in Q1 2020, an estimated $5K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Everforth Inc in Q3 2018 and held it in 6 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Everforth Inc position peaked at $6K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.