Grantham, Mayo, Van Otterloo & Co (GMO)’s Enterprise Financial Services Corp EFSC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 Q3	–	Sell	-7,700	Closed	-$301K	–	606
2023 Q2	$301K	Hold	7,700	–	–	﹤0.01%	604
2023 Q1	$343K	Buy	+7,700	New	+$394K	﹤0.01%	604
2022 Q2	–	Sell	-39,904	Closed	-$1.89M	–	766
2022 Q1	$1.89M	Sell	39,904 -8,100	-17%	-$397K	0.01%	458
2021 Q4	$2.26M	Buy	48,004 +15,500	+48%	+$740K	0.01%	447
2021 Q3	$1.47M	Buy	32,504 +5,500	+20%	+$246K	0.01%	490
2021 Q2	$1.25M	Sell	27,004 -200	-0.7%	-$9.79K	0.01%	513
2021 Q1	$1.34M	Buy	+27,204	New	+$1.15M	0.01%	541

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EFSC Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Enterprise Financial Services Corp (EFSC) in Q3 2023, closing a stake of 7,700 shares — an estimated $301K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EFSC in Q1 2021 and held it in 7 quarters. The position peaked at $2.26M in Q4 2021. 199 funds tracked by Wall St. Rank hold EFSC as of Q3 2023.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Enterprise Financial Services Corp position as of Q3 2023 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 7,700 Enterprise Financial Services Corp shares in Q3 2023, an estimated $301K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Enterprise Financial Services Corp in Q1 2021 and held it in 7 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Enterprise Financial Services Corp position peaked at $2.26M in Q4 2021.
199 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.