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Enterprise Financial Services Corp (EFSC)’s Everest Group EG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-67
Closed -$17K – 633
2021
Q2 		$17K Hold
67
– – ﹤0.01% 620
2021
Q1 		$17K Hold
67
– – ﹤0.01% 629
2020
Q4 		$16K Sell
67
-4
-6% -$883 ﹤0.01% 607
2020
Q3 		$14K Hold
71
– – ﹤0.01% 629
2020
Q2 		$15K Hold
71
– – ﹤0.01% 606
2020
Q1 		$14K Buy
71
+4
+6% +$1.02K ﹤0.01% 567
2019
Q4 		$19K Hold
67
– – ﹤0.01% 585
2019
Q3 		$18K Hold
67
– – ﹤0.01% 582
2019
Q2 		$17K Hold
67
– – ﹤0.01% 614
2019
Q1 		$14K Hold
67
– – ﹤0.01% 660
2018
Q4 		$15K Hold
67
– – 0.01% 434
2018
Q3 		$15K Hold
67
– – 0.01% 494
2018
Q2 		$15K Hold
67
– – 0.01% 506
2018
Q1 		$17K Hold
67
– – 0.01% 497
2017
Q4 		$15K Sell
67
-222
-77% -$50.1K 0.01% 503
2017
Q3 		$66K Hold
289
– – 0.03% 247
2017
Q2 		$74K Hold
289
– – 0.04% 232
2017
Q1 		$68K Sell
289
-17
-6% -$3.88K 0.03% 237
2016
Q4 		$66K Sell
306
-13
-4% -$2.68K 0.03% 236
2016
Q3 		$61K Hold
319
– – 0.03% 239
2016
Q2 		$58K Buy
319
+30
+10% +$5.51K 0.03% 234
2016
Q1 		$57K Hold
289
– – 0.03% 234
2015
Q4 		$53K Buy
289
+63
+28% +$11.4K 0.03% 233
2015
Q3 		$39K Hold
226
– – 0.02% 276
2015
Q2 		$41K Sell
226
-124
-35% -$22.6K 0.02% 266
2015
Q1 		$61K Buy
350
+149
+74% +$26.2K 0.04% 230
2014
Q4 		$34K Buy
201
+80
+66% +$13.5K 0.02% 315
2014
Q3 		$20K Hold
121
– – 0.01% 429
2014
Q2 		$19K Hold
121
– – 0.01% 461
2014
Q1 		$19K Buy
121
+14
+13% +$2.07K 0.01% 446
2013
Q4 		$17K Hold
107
– – 0.01% 441
2013
Q3 		$16K Buy
107
+31
+41% +$4.2K 0.01% 431
2013
Q2 		$10K Buy
+76
New +$9.83K 0.01% 449

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s EG Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Everest Group (EG) in Q3 2021, closing a stake of 67 shares — an estimated $17K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in EG in Q2 2013 and held it in 33 quarters. The position peaked at $74K in Q2 2017. 465 funds tracked by Wall St. Rank hold EG as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Everest Group position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 67 Everest Group shares in Q3 2021, an estimated $17K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Everest Group in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Everest Group position peaked at $74K in Q2 2017.
  • 465 funds tracked by Wall St. Rank held Everest Group as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.