Enterprise Financial Services Corp (EFSC)’s SEI Investments SEIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-12	Closed	-$1K	–	1066
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1281
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	1310
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1246
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1209
2020 Q2	$1K	Buy	+12	New	+$627	﹤0.01%	1221
2019 Q1	–	Sell	-36	Closed	-$2K	–	1230
2018 Q4	$2K	Buy	+36	New	+$1.9K	﹤0.01%	838
2014 Q2	–	Sell	-24	Closed	-$1K	–	1319
2014 Q1	$1K	Buy	+24	New	+$816	﹤0.01%	1207

Other funds holding SEIC

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of SEI Investments (SEIC) in Q3 2021, closing a stake of 12 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SEIC in Q1 2014 and held it in 7 quarters. The position peaked at $2K in Q4 2018. 445 funds tracked by Wall St. Rank hold SEIC as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining SEI Investments position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 12 SEI Investments shares in Q3 2021, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in SEI Investments in Q1 2014 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s SEI Investments position peaked at $2K in Q4 2018.
445 funds tracked by Wall St. Rank held SEI Investments as of Q3 2021.

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