EFSCE
SF

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

Enterprise Financial Services Corp (EFSC)’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-12,239
Closed -$554K – 445
2021
Q3 		$554K Buy
+12,239
New +$546K 0.07% 175
2016
Q1 		– Sell
-1,064
Closed -$20K – 1122
2015
Q4 		$20K Hold
1,064
– – 0.01% 391
2015
Q3 		$20K Hold
1,064
– – 0.01% 392
2015
Q2 		$27K Buy
1,064
+1,010
+1,870% +$24.9K 0.02% 338
2015
Q1 		$1K Hold
54
– – ﹤0.01% 1180
2014
Q4 		$1K Hold
54
– – ﹤0.01% 1194
2014
Q3 		$1K Hold
54
– – ﹤0.01% 1166
2014
Q2 		$1K Hold
54
– – ﹤0.01% 1178
2014
Q1 		$1K Hold
54
– – ﹤0.01% 1208
2013
Q4 		$1K Hold
54
– – ﹤0.01% 1131
2013
Q3 		$1K Hold
54
– – ﹤0.01% 1152
2013
Q2 		$1K Buy
+54
New +$818 ﹤0.01% 1011

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Stifel (SF) in Q4 2021, closing a stake of 12,239 shares — an estimated $554K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SF in Q2 2013 and held it in 12 quarters. The position peaked at $554K in Q3 2021. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 12,239 Stifel shares in Q4 2021, an estimated $554K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Stifel in Q2 2013 and held it in 12 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Stifel position peaked at $554K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

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