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Enterprise Financial Services Corp (EFSC)’s UBS Group UBS Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-669
Closed -$11K – 457
2021
Q3 		$11K Sell
669
-1,251
-65% -$20.3K ﹤0.01% 325
2021
Q2 		$29K Buy
1,920
+87
+5% +$1.37K ﹤0.01% 509
2021
Q1 		$28K Buy
1,833
+190
+12% +$2.92K 0.01% 527
2020
Q4 		$23K Sell
1,643
-89
-5% -$1.18K ﹤0.01% 547
2020
Q3 		$19K Hold
1,732
– – ﹤0.01% 568
2020
Q2 		$20K Sell
1,732
-231
-12% -$2.38K ﹤0.01% 550
2020
Q1 		$18K Sell
1,963
-941
-32% -$10.8K ﹤0.01% 529
2019
Q4 		$36K Hold
2,904
– – 0.01% 474
2019
Q3 		$32K Buy
2,904
+312
+12% +$3.51K 0.01% 472
2019
Q2 		$30K Sell
2,592
-1,496
-37% -$18.3K 0.01% 501
2019
Q1 		$49K Buy
4,088
+1,016
+33% +$12.9K 0.01% 408
2018
Q4 		$38K Sell
3,072
-519
-14% -$7.04K 0.02% 275
2018
Q3 		$56K Hold
3,591
– – 0.03% 261
2018
Q2 		$55K Sell
3,591
-272
-7% -$4.42K 0.03% 273
2018
Q1 		$68K Buy
3,863
+396
+11% +$7.53K 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% -$1.19K 0.03% 279
2016
Q4 		$55K Buy
3,541
+74
+2% +$1.11K 0.03% 265
2016
Q3 		$47K Buy
3,467
+232
+7% +$3.16K 0.03% 275
2016
Q2 		$42K Sell
3,235
-415
-11% -$6.34K 0.02% 277
2016
Q1 		$58K Buy
3,650
+284
+8% +$4.61K 0.04% 232
2015
Q4 		$65K Sell
3,366
-82
-2% -$1.6K 0.04% 210
2015
Q3 		$64K Buy
+3,448
New +$73.1K 0.04% 204

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of UBS Group (UBS) in Q4 2021, closing a stake of 669 shares — an estimated $11K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UBS in Q3 2015 and held it in 25 quarters. The position peaked at $68K in Q1 2018. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 669 UBS Group shares in Q4 2021, an estimated $11K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in UBS Group in Q3 2015 and held it in 25 quarters.
  • Enterprise Financial Services Corp (EFSC)'s UBS Group position peaked at $68K in Q1 2018.
  • 367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

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