EFSCE
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Enterprise Financial Services Corp (EFSC)’s Factset FDS Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2
Closed -$1K – 675
2021
Q2 		$1K Hold
2
– – ﹤0.01% 1230
2021
Q1 		$1K Buy
+2
New +$633 ﹤0.01% 1256
2016
Q1 		– Sell
-80
Closed -$13K – 1081
2015
Q4 		$13K Buy
+80
New +$13.4K 0.01% 496

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Factset (FDS) in Q3 2021, closing a stake of 2 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FDS in Q4 2015 and held it in 3 quarters. The position peaked at $13K in Q4 2015. 620 funds tracked by Wall St. Rank hold FDS as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Factset position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2 Factset shares in Q3 2021, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Factset in Q4 2015 and held it in 3 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Factset position peaked at $13K in Q4 2015.
  • 620 funds tracked by Wall St. Rank held Factset as of Q3 2021.

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