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	–	1231
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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return