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EFSCE
Enterprise Financial Services Corp (EFSC)’s
Watsco Inc
WSO
Stock Holding History
Enterprise Financial Services Corp (EFSC)’s Portfolio
WSO Stock Details
WSO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-118
Closed
-$34K
–
1225
2021
Q2
$34K
Buy
118
+5
+4%
+$1.43K
0.01%
474
2021
Q1
$29K
Buy
113
+3
+3%
+$740
0.01%
519
2020
Q4
$25K
Sell
110
-11
-9%
-$2.53K
﹤0.01%
526
2020
Q3
$28K
Buy
121
+33
+38%
+$7.43K
0.01%
488
2020
Q2
$16K
Buy
88
+44
+100%
+$7.28K
﹤0.01%
600
2020
Q1
$7K
Buy
44
+26
+144%
+$4.39K
﹤0.01%
733
2019
Q4
$3K
Hold
18
–
–
﹤0.01%
957
2019
Q3
$3K
Sell
18
-2
-10%
-$324
﹤0.01%
947
2019
Q2
$3K
Buy
+20
New
+$3.14K
﹤0.01%
987
2019
Q1
–
Sell
-16
Closed
-$2K
–
1243
2018
Q4
$2K
Sell
16
-14
-47%
-$2.13K
﹤0.01%
851
2018
Q3
$5K
Buy
30
+14
+88%
+$2.47K
﹤0.01%
753
2018
Q2
$3K
Hold
16
–
–
﹤0.01%
825
2018
Q1
$3K
Hold
16
–
–
﹤0.01%
799
2017
Q4
$3K
Hold
16
–
–
﹤0.01%
779
2017
Q3
$3K
Sell
16
-13
-45%
-$1.96K
﹤0.01%
789
2017
Q2
$4K
Buy
29
+5
+21%
+$714
﹤0.01%
754
2017
Q1
$3K
Sell
24
-16
-40%
-$2.4K
﹤0.01%
888
2016
Q4
$6K
Buy
+40
New
+$5.8K
﹤0.01%
728
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$5.72T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Baillie Gifford & Co
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$97.9B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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