Enterprise Financial Services Corp (EFSC)’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-309	Closed	-$33K	–	1146
2021 Q2	$33K	Sell	309 -26	-8%	-$2.61K	0.01%	478
2021 Q1	$31K	Buy	335 +31	+10%	+$2.76K	0.01%	504
2020 Q4	$26K	Hold	304	–	–	﹤0.01%	515
2020 Q3	$25K	Hold	304	–	–	0.01%	511
2020 Q2	$22K	Hold	304	–	–	﹤0.01%	530
2020 Q1	$22K	Sell	304 -11	-3%	-$857	0.01%	489
2019 Q4	$24K	Hold	315	–	–	0.01%	548
2019 Q3	$22K	Hold	315	–	–	0.01%	540
2019 Q2	$21K	Buy	315 +11	+4%	+$728	﹤0.01%	575
2019 Q1	$19K	Hold	304	–	–	﹤0.01%	591
2018 Q4	$15K	Sell	304 -2	-0.7%	-$107	0.01%	440
2018 Q3	$16K	Buy	306 +98	+47%	+$4.91K	0.01%	483
2018 Q2	$10K	Buy	208 +14	+7%	+$643	0.01%	598
2018 Q1	$9K	Buy	194 +48	+33%	+$2.29K	﹤0.01%	620
2017 Q4	$7K	Hold	146	–	–	﹤0.01%	648
2017 Q3	$8K	Hold	146	–	–	﹤0.01%	632
2017 Q2	$8K	Hold	146	–	–	﹤0.01%	629
2017 Q1	$7K	Hold	146	–	–	﹤0.01%	700
2016 Q4	$7K	Sell	146 -187	-56%	-$9.12K	﹤0.01%	687
2016 Q3	$16K	Buy	333 +187	+128%	+$9.05K	0.01%	461
2016 Q2	$7K	Hold	146	–	–	﹤0.01%	645
2016 Q1	$7K	Hold	146	–	–	﹤0.01%	641
2015 Q4	$6K	Hold	146	–	–	﹤0.01%	699
2015 Q3	$7K	Hold	146	–	–	﹤0.01%	642
2015 Q2	$6K	Hold	146	–	–	﹤0.01%	685
2015 Q1	$7K	Hold	146	–	–	﹤0.01%	710
2014 Q4	$7K	Hold	146	–	–	﹤0.01%	707
2014 Q3	$6K	Hold	146	–	–	﹤0.01%	741
2014 Q2	$6K	Hold	146	–	–	﹤0.01%	768
2014 Q1	$6K	Hold	146	–	–	﹤0.01%	780
2013 Q4	$6K	Hold	146	–	–	﹤0.01%	729
2013 Q3	$6K	Hold	146	–	–	﹤0.01%	720
2013 Q2	$6K	Buy	+146	New	+$5.65K	﹤0.01%	595

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Thomson Reuters (TRI) in Q3 2021, closing a stake of 309 shares — an estimated $33K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in TRI in Q2 2013 and held it in 33 quarters. The position peaked at $33K in Q2 2021. 387 funds tracked by Wall St. Rank hold TRI as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Thomson Reuters position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 309 Thomson Reuters shares in Q3 2021, an estimated $33K.
Enterprise Financial Services Corp (EFSC) first reported a position in Thomson Reuters in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s Thomson Reuters position peaked at $33K in Q2 2021.
387 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2021.

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