Enterprise Financial Services Corp (EFSC)’s UNIT Corporation UNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-250	Closed	-$1K	–	1173
2019 Q3	$1K	Hold	250	–	–	﹤0.01%	1120
2019 Q2	$2K	Hold	250	–	–	﹤0.01%	1077
2019 Q1	$4K	Hold	250	–	–	﹤0.01%	967
2018 Q4	$4K	Hold	250	–	–	﹤0.01%	734
2018 Q3	$7K	Hold	250	–	–	﹤0.01%	682
2018 Q2	$6K	Buy	+250	New	+$5.53K	﹤0.01%	711
2015 Q1	–	Sell	-62	Closed	-$2K	–	1334
2014 Q4	$2K	Hold	62	–	–	﹤0.01%	1084
2014 Q3	$4K	Hold	62	–	–	﹤0.01%	862
2014 Q2	$4K	Hold	62	–	–	﹤0.01%	904
2014 Q1	$4K	Hold	62	–	–	﹤0.01%	906
2013 Q4	$3K	Hold	62	–	–	﹤0.01%	947
2013 Q3	$3K	Hold	62	–	–	﹤0.01%	937
2013 Q2	$3K	Buy	+62	New	+$2.72K	﹤0.01%	779

Other funds holding UNT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UNT Position: Q4 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of UNIT Corporation (UNT) in Q4 2019, closing a stake of 250 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UNT in Q2 2013 and held it in 13 quarters. The position peaked at $7K in Q3 2018. 105 funds tracked by Wall St. Rank hold UNT as of Q4 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining UNIT Corporation position as of Q4 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 250 UNIT Corporation shares in Q4 2019, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in UNIT Corporation in Q2 2013 and held it in 13 quarters.
Enterprise Financial Services Corp (EFSC)'s UNIT Corporation position peaked at $7K in Q3 2018.
105 funds tracked by Wall St. Rank held UNIT Corporation as of Q4 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2019, filed 28 Jan 2020.