EFSCE
ULTI

Enterprise Financial Services Corp (EFSC)’s Ultimate Software Group Inc ULTI Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio ULTI Stock Details ULTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed -$3K – 1102
2018
Q3 		$3K Buy
+10
New +$2.96K ﹤0.01% 876
2017
Q2 		– Sell
-8
Closed -$2K – 1101
2017
Q1 		$2K Hold
8
– – ﹤0.01% 978
2016
Q4 		$1K Hold
8
– – ﹤0.01% 1045
2016
Q3 		$2K Hold
8
– – ﹤0.01% 919
2016
Q2 		$2K Hold
8
– – ﹤0.01% 897
2016
Q1 		$2K Hold
8
– – ﹤0.01% 919
2015
Q4 		$2K Hold
8
– – ﹤0.01% 973
2015
Q3 		$1K Hold
8
– – ﹤0.01% 1060
2015
Q2 		$1K Sell
8
-7
-47% -$1.18K ﹤0.01% 1053
2015
Q1 		$3K Hold
15
– – ﹤0.01% 950
2014
Q4 		$2K Hold
15
– – ﹤0.01% 1086
2014
Q3 		$2K Hold
15
– – ﹤0.01% 1063
2014
Q2 		$2K Hold
15
– – ﹤0.01% 1093
2014
Q1 		$2K Hold
15
– – ﹤0.01% 1109
2013
Q4 		$2K Hold
15
– – ﹤0.01% 1038
2013
Q3 		$2K Hold
15
– – ﹤0.01% 1043
2013
Q2 		$2K Buy
+15
New +$1.61K ﹤0.01% 894

Other funds holding ULTI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s ULTI Position: Q4 2018 in Review

Enterprise Financial Services Corp (EFSC) sold out of Ultimate Software Group Inc (ULTI) in Q4 2018, closing a stake of 10 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in ULTI in Q2 2013 and held it in 17 quarters. The position peaked at $3K in Q3 2018. 376 funds tracked by Wall St. Rank hold ULTI as of Q4 2018.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Ultimate Software Group Inc position as of Q4 2018 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 10 Ultimate Software Group Inc shares in Q4 2018, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Ultimate Software Group Inc in Q2 2013 and held it in 17 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Ultimate Software Group Inc position peaked at $3K in Q3 2018.
  • 376 funds tracked by Wall St. Rank held Ultimate Software Group Inc as of Q4 2018.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2018, filed 25 Jan 2019.