Geode Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.5M | Sell |
933,735
-13,261
| -1% | -$748K | ﹤0.01% | 1485 |
|
|
2025
Q4 | $51.1M | Buy |
946,996
+4,335
| +0.5% | +$238K | ﹤0.01% | 1463 |
|
|
2025
Q3 | $54.7M | Buy |
942,661
+7,934
| +0.8% | +$461K | ﹤0.01% | 1411 |
|
|
2025
Q2 | $51.5M | Buy |
934,727
+7,726
| +0.8% | +$403K | ﹤0.01% | 1406 |
|
|
2025
Q1 | $49.8M | Buy |
927,001
+41,763
| +5% | +$2.4M | ﹤0.01% | 1378 |
|
|
2024
Q4 | $49.9M | Sell |
885,238
-6,792
| -0.8% | -$380K | ﹤0.01% | 1433 |
|
|
2024
Q3 | $45.7M | Buy |
892,030
+8,180
| +0.9% | +$402K | ﹤0.01% | 1481 |
|
|
2024
Q2 | $36.2M | Buy |
883,850
+36,286
| +4% | +$1.41M | ﹤0.01% | 1577 |
|
|
2024
Q1 | $34.4M | Buy |
847,564
+21,470
| +3% | +$880K | ﹤0.01% | 1602 |
|
|
2023
Q4 | $36.9M | Buy |
826,094
+38,704
| +5% | +$1.51M | ﹤0.01% | 1528 |
|
|
2023
Q3 | $29.5M | Buy |
787,390
+29,475
| +4% | +$1.18M | ﹤0.01% | 1565 |
|
|
2023
Q2 | $29.6M | Buy |
757,915
+31,484
| +4% | +$1.3M | ﹤0.01% | 1599 |
|
|
2023
Q1 | $32.4M | Buy |
726,431
+28,357
| +4% | +$1.45M | ﹤0.01% | 1480 |
|
|
2022
Q4 | $34.2M | Buy |
698,074
+20,560
| +3% | +$1.02M | ﹤0.01% | 1403 |
|
|
2022
Q3 | $29.8M | Buy |
677,514
+7,200
| +1% | +$327K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $27.8M | Sell |
670,314
-9,999
| -1% | -$445K | ﹤0.01% | 1520 |
|
|
2022
Q1 | $32.2M | Buy |
680,313
+19,251
| +3% | +$944K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $31.1M | Buy |
661,062
+14,119
| +2% | +$674K | ﹤0.01% | 1669 |
|
|
2021
Q3 | $29.3M | Buy |
646,943
+126,000
| +24% | +$5.65M | ﹤0.01% | 1704 |
|
|
2021
Q2 | $24.2M | Buy |
520,943
+56,136
| +12% | +$2.75M | ﹤0.01% | 1844 |
|
|
2021
Q1 | $23M | Buy |
464,807
+54,397
| +13% | +$2.29M | ﹤0.01% | 1785 |
|
|
2020
Q4 | $14.3M | Buy |
410,410
+8,511
| +2% | +$278K | ﹤0.01% | 1918 |
|
|
2020
Q3 | $11M | Buy |
401,899
+6,159
| +2% | +$182K | ﹤0.01% | 1883 |
|
|
2020
Q2 | $12.3M | Buy |
395,740
+13,642
| +4% | +$396K | ﹤0.01% | 1809 |
|
|
2020
Q1 | $10.7M | Buy |
382,098
+25,456
| +7% | +$1.02M | ﹤0.01% | 1703 |
|
|
2019
Q4 | $17.2M | Buy |
356,642
+18,416
| +5% | +$818K | ﹤0.01% | 1660 |
|
|
2019
Q3 | $13.8M | Buy |
338,226
+22,345
| +7% | +$901K | ﹤0.01% | 1714 |
|
|
2019
Q2 | $13.1M | Buy |
315,881
+26,598
| +9% | +$1.11M | ﹤0.01% | 1752 |
|
|
2019
Q1 | $11.8M | Buy |
289,283
+24,803
| +9% | +$1.07M | ﹤0.01% | 1786 |
|
|
2018
Q4 | $9.95M | Buy |
264,480
+23,120
| +10% | +$1.03M | ﹤0.01% | 1794 |
|
|
2018
Q3 | $12.8M | Buy |
241,360
+11,701
| +5% | +$651K | ﹤0.01% | 1745 |
|
|
2018
Q2 | $12.4M | Buy |
229,659
+10,890
| +5% | +$570K | ﹤0.01% | 1710 |
|
|
2018
Q1 | $10.3M | Buy |
218,769
+11,181
| +5% | +$534K | ﹤0.01% | 1748 |
|
|
2017
Q4 | $9.37M | Buy |
207,588
+3,318
| +2% | +$145K | ﹤0.01% | 1785 |
|
|
2017
Q3 | $8.65M | Buy |
204,270
+6,374
| +3% | +$252K | ﹤0.01% | 1829 |
|
|
2017
Q2 | $8.07M | Buy |
197,896
+15,336
| +8% | +$638K | ﹤0.01% | 1812 |
|
|
2017
Q1 | $7.74M | Buy |
182,560
+20,668
| +13% | +$877K | ﹤0.01% | 1801 |
|
|
2016
Q4 | $6.96M | Buy |
161,892
+16,620
| +11% | +$609K | ﹤0.01% | 1837 |
|
|
2016
Q3 | $4.54M | Buy |
145,272
+4,282
| +3% | +$127K | ﹤0.01% | 2025 |
|
|
2016
Q2 | $3.93M | Buy |
140,990
+6,873
| +5% | +$187K | ﹤0.01% | 2075 |
|
|
2016
Q1 | $3.63K | Buy |
134,117
+9,820
| +8% | +$268K | ﹤0.01% | 2081 |
|
|
2015
Q4 | $3.52M | Buy |
124,297
+7,022
| +6% | +$197K | ﹤0.01% | 2118 |
|
|
2015
Q3 | $2.95M | Buy |
117,275
+3,859
| +3% | +$92.4K | ﹤0.01% | 2190 |
|
|
2015
Q2 | $2.58M | Buy |
113,416
+16,515
| +17% | +$354K | ﹤0.01% | 2335 |
|
|
2015
Q1 | $2M | Buy |
96,901
+3,981
| +4% | +$79.6K | ﹤0.01% | 2442 |
|
|
2014
Q4 | $1.83M | Sell |
92,920
-1,344
| -1% | -$24.9K | ﹤0.01% | 2483 |
|
|
2014
Q3 | $1.58M | Buy |
94,264
+5,775
| +7% | +$101K | ﹤0.01% | 2500 |
|
|
2014
Q2 | $1.6M | Sell |
88,489
-1,164
| -1% | -$21.3K | ﹤0.01% | 2519 |
|
|
2014
Q1 | $1.8M | Buy |
89,653
+3,658
| +4% | +$69.9K | ﹤0.01% | 2400 |
|
|
2013
Q4 | $1.76M | Buy |
85,995
+19,706
| +30% | +$365K | ﹤0.01% | 2383 |
|
|
2013
Q3 | $1.11M | Buy |
66,289
+2,580
| +4% | +$44.8K | ﹤0.01% | 2537 |
|
|
2013
Q2 | $1.02M | Buy |
+63,709
| New | +$948K | ﹤0.01% | 2457 |
|
Other funds holding EFSC
VCM
NAMI
PCA