Enterprise Financial Services Corp (EFSC)’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-669
| Closed | -$11K | – | 457 |
|
2021
Q3 | $11K | Sell |
669
-1,251
| -65% | -$20.6K | ﹤0.01% | 325 |
|
2021
Q2 | $29K | Buy |
1,920
+87
| +5% | +$1.31K | ﹤0.01% | 509 |
|
2021
Q1 | $28K | Buy |
1,833
+190
| +12% | +$2.9K | 0.01% | 527 |
|
2020
Q4 | $23K | Sell |
1,643
-89
| -5% | -$1.25K | ﹤0.01% | 547 |
|
2020
Q3 | $19K | Hold |
1,732
| – | – | ﹤0.01% | 568 |
|
2020
Q2 | $20K | Sell |
1,732
-231
| -12% | -$2.67K | ﹤0.01% | 550 |
|
2020
Q1 | $18K | Sell |
1,963
-941
| -32% | -$8.63K | ﹤0.01% | 529 |
|
2019
Q4 | $36K | Hold |
2,904
| – | – | 0.01% | 474 |
|
2019
Q3 | $32K | Buy |
2,904
+312
| +12% | +$3.44K | 0.01% | 472 |
|
2019
Q2 | $30K | Sell |
2,592
-1,496
| -37% | -$17.3K | 0.01% | 501 |
|
2019
Q1 | $49K | Buy |
4,088
+1,016
| +33% | +$12.2K | 0.01% | 408 |
|
2018
Q4 | $38K | Sell |
3,072
-519
| -14% | -$6.42K | 0.02% | 275 |
|
2018
Q3 | $56K | Hold |
3,591
| – | – | 0.03% | 261 |
|
2018
Q2 | $55K | Sell |
3,591
-272
| -7% | -$4.17K | 0.03% | 273 |
|
2018
Q1 | $68K | Buy |
3,863
+396
| +11% | +$6.97K | 0.04% | 237 |
|
2017
Q4 | $64K | Hold |
3,467
| – | – | 0.03% | 251 |
|
2017
Q3 | $59K | Hold |
3,467
| – | – | 0.03% | 262 |
|
2017
Q2 | $59K | Hold |
3,467
| – | – | 0.03% | 258 |
|
2017
Q1 | $55K | Sell |
3,467
-74
| -2% | -$1.17K | 0.03% | 279 |
|
2016
Q4 | $55K | Buy |
3,541
+74
| +2% | +$1.15K | 0.03% | 265 |
|
2016
Q3 | $47K | Buy |
3,467
+232
| +7% | +$3.15K | 0.03% | 275 |
|
2016
Q2 | $42K | Sell |
3,235
-415
| -11% | -$5.39K | 0.02% | 277 |
|
2016
Q1 | $58K | Buy |
3,650
+284
| +8% | +$4.51K | 0.04% | 232 |
|
2015
Q4 | $65K | Sell |
3,366
-82
| -2% | -$1.58K | 0.04% | 210 |
|
2015
Q3 | $64K | Buy |
+3,448
| New | +$64K | 0.04% | 204 |
|