FL
EFSC icon

Fourthstone LLC’s Enterprise Financial Services Corp EFSC Stock Holding History

Fourthstone LLC’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-230,848
Closed -$8.66M – 76
2023
Q3 		$8.66M Buy
+230,848
New +$9.21M 1.96% 19

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fourthstone LLC's EFSC Position: Q4 2023 in Review

Fourthstone LLC sold out of Enterprise Financial Services Corp (EFSC) in Q4 2023, closing a stake of 230,848 shares — an estimated $8.66M sold.

Fourthstone LLC first reported a position in EFSC in Q3 2023 and held it in 1 quarter. The position peaked at $8.66M in Q3 2023. 205 funds tracked by Wall St. Rank hold EFSC as of Q4 2023.

  • Fourthstone LLC reported no remaining Enterprise Financial Services Corp position as of Q4 2023 after selling out during the quarter.
  • Fourthstone LLC sold 230,848 Enterprise Financial Services Corp shares in Q4 2023, an estimated $8.66M.
  • Fourthstone LLC first reported a position in Enterprise Financial Services Corp in Q3 2023 and held it in 1 quarter.
  • Fourthstone LLC's Enterprise Financial Services Corp position peaked at $8.66M in Q3 2023.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2023.

Based on Fourthstone LLC's 13F filing for Q4 2023, filed 14 Feb 2024.