EFSCE
MSCI icon

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

Enterprise Financial Services Corp (EFSC)’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-18
Closed -$10K – 899
2021
Q2 		$10K Hold
18
– – ﹤0.01% 762
2021
Q1 		$8K Buy
18
+8
+80% +$3.36K ﹤0.01% 823
2020
Q4 		$4K Buy
10
+2
+25% +$785 ﹤0.01% 940
2020
Q3 		$3K Hold
8
– – ﹤0.01% 984
2020
Q2 		$3K Sell
8
-5
-38% -$1.62K ﹤0.01% 982
2020
Q1 		$4K Buy
13
+9
+225% +$2.55K ﹤0.01% 838
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1081
2019
Q3 		$1K Hold
4
– – ﹤0.01% 1073
2019
Q2 		$1K Buy
+4
New +$897 ﹤0.01% 1124

Other funds holding MSCI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of MSCI (MSCI) in Q3 2021, closing a stake of 18 shares — an estimated $10K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MSCI in Q2 2019 and held it in 9 quarters. The position peaked at $10K in Q2 2021. 808 funds tracked by Wall St. Rank hold MSCI as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining MSCI position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 18 MSCI shares in Q3 2021, an estimated $10K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in MSCI in Q2 2019 and held it in 9 quarters.
  • Enterprise Financial Services Corp (EFSC)'s MSCI position peaked at $10K in Q2 2021.
  • 808 funds tracked by Wall St. Rank held MSCI as of Q3 2021.

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