EFSCE
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Enterprise Financial Services Corp (EFSC)’s Fresenius Medical Care FMS Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio FMS Stock Details FMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-98
Closed -$4K – 689
2021
Q2 		$4K Hold
98
– – ﹤0.01% 974
2021
Q1 		$4K Hold
98
– – ﹤0.01% 977
2020
Q4 		$4K Hold
98
– – ﹤0.01% 926
2020
Q3 		$4K Sell
98
-74
-43% -$3.19K ﹤0.01% 882
2020
Q2 		$7K Buy
172
+72
+72% +$2.85K ﹤0.01% 778
2020
Q1 		$3K Sell
100
-42
-30% -$1.56K ﹤0.01% 897
2019
Q4 		$6K Sell
142
-18
-11% -$638 ﹤0.01% 820
2019
Q3 		$5K Sell
160
-94
-37% -$3.33K ﹤0.01% 848
2019
Q2 		$9K Buy
254
+22
+9% +$871 ﹤0.01% 765
2019
Q1 		$9K Sell
232
-132
-36% -$4.92K ﹤0.01% 761
2018
Q4 		$12K Buy
364
+30
+9% +$1.21K 0.01% 478
2018
Q3 		$17K Hold
334
– – 0.01% 461
2018
Q2 		$17K Sell
334
-70
-17% -$3.55K 0.01% 480
2018
Q1 		$21K Buy
404
+70
+21% +$3.73K 0.01% 456
2017
Q4 		$18K Hold
334
– – 0.01% 464
2017
Q3 		$16K Sell
334
-600
-64% -$28.5K 0.01% 484
2017
Q2 		$45K Hold
934
– – 0.02% 303
2017
Q1 		$39K Sell
934
-112
-11% -$4.63K 0.02% 318
2016
Q4 		$44K Hold
1,046
– – 0.02% 290
2016
Q3 		$46K Hold
1,046
– – 0.03% 276
2016
Q2 		$46K Hold
1,046
– – 0.03% 259
2016
Q1 		$46K Hold
1,046
– – 0.03% 260
2015
Q4 		$44K Buy
1,046
+112
+12% +$4.72K 0.03% 270
2015
Q3 		$36K Hold
934
– – 0.02% 289
2015
Q2 		$39K Hold
934
– – 0.02% 276
2015
Q1 		$39K Hold
934
– – 0.02% 293
2014
Q4 		$35K Buy
934
+334
+56% +$12K 0.02% 312
2014
Q3 		$21K Hold
600
– – 0.01% 422
2014
Q2 		$20K Sell
600
-40
-6% -$1.33K 0.01% 446
2014
Q1 		$22K Hold
640
– – 0.01% 408
2013
Q4 		$23K Buy
640
+40
+7% +$1.34K 0.01% 378
2013
Q3 		$19K Sell
600
-262
-30% -$8.53K 0.01% 402
2013
Q2 		$30K Buy
+862
New +$30K 0.02% 266

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 98 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in FMS in Q2 2013 and held it in 33 quarters. The position peaked at $46K in Q3 2016. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 98 Fresenius Medical Care shares in Q3 2021, an estimated $4K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Fresenius Medical Care in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Fresenius Medical Care position peaked at $46K in Q3 2016.
  • 159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

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