Enterprise Financial Services Corp (EFSC)’s IDEX IEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,026	Closed	-$212K	–	412
2021 Q3	$212K	Buy	1,026 +1,009	+5,935%	+$224K	0.03%	300
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	985
2021 Q1	$4K	Buy	17 +4	+31%	+$793	﹤0.01%	986
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	1002
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	1064
2020 Q2	$2K	Hold	13	–	–	﹤0.01%	1060
2020 Q1	$2K	Buy	+13	New	+$2.04K	﹤0.01%	1018
2018 Q4	–	Sell	-38	Closed	-$6K	–	1021
2018 Q3	$6K	Buy	38 +14	+58%	+$2.09K	﹤0.01%	695
2018 Q2	$3K	Buy	+24	New	+$3.35K	﹤0.01%	806
2017 Q2	–	Sell	-71	Closed	-$7K	–	981
2017 Q1	$7K	Hold	71	–	–	﹤0.01%	686
2016 Q4	$6K	Hold	71	–	–	﹤0.01%	712
2016 Q3	$7K	Hold	71	–	–	﹤0.01%	665
2016 Q2	$6K	Hold	71	–	–	﹤0.01%	670
2016 Q1	$6K	Hold	71	–	–	﹤0.01%	663
2015 Q4	$5K	Hold	71	–	–	﹤0.01%	726
2015 Q3	$5K	Hold	71	–	–	﹤0.01%	702
2015 Q2	$6K	Sell	71 -82	-54%	-$6.35K	﹤0.01%	675
2015 Q1	$12K	Hold	153	–	–	0.01%	562
2014 Q4	$12K	Sell	153 -99	-39%	-$7.37K	0.01%	557
2014 Q3	$18K	Hold	252	–	–	0.01%	460
2014 Q2	$20K	Hold	252	–	–	0.01%	448
2014 Q1	$18K	Buy	252 +99	+65%	+$7.21K	0.01%	464
2013 Q4	$11K	Hold	153	–	–	0.01%	551
2013 Q3	$10K	Buy	153 +85	+125%	+$5.14K	0.01%	554
2013 Q2	$4K	Buy	+68	New	+$3.63K	﹤0.01%	683

Other funds holding IEX

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s IEX Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of IDEX (IEX) in Q4 2021, closing a stake of 1,026 shares — an estimated $212K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in IEX in Q2 2013 and held it in 25 quarters. The position peaked at $212K in Q3 2021. 589 funds tracked by Wall St. Rank hold IEX as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining IDEX position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,026 IDEX shares in Q4 2021, an estimated $212K.
Enterprise Financial Services Corp (EFSC) first reported a position in IDEX in Q2 2013 and held it in 25 quarters.
Enterprise Financial Services Corp (EFSC)'s IDEX position peaked at $212K in Q3 2021.
589 funds tracked by Wall St. Rank held IDEX as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.