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Howe & Rusling’s Enterprise Financial Services Corp EFSC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-77
Closed -$3K – 534
2022
Q3 		$3K Buy
77
+30
+64% +$1.36K ﹤0.01% 777
2022
Q2 		$2K Buy
+47
New +$2.09K ﹤0.01% 855

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Wellington Management Group
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Howe & Rusling's EFSC Position: Q4 2022 in Review

Howe & Rusling sold out of Enterprise Financial Services Corp (EFSC) in Q4 2022, closing a stake of 77 shares — an estimated $3K sold.

Howe & Rusling first reported a position in EFSC in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 219 funds tracked by Wall St. Rank hold EFSC as of Q4 2022.

  • Howe & Rusling reported no remaining Enterprise Financial Services Corp position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 77 Enterprise Financial Services Corp shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Enterprise Financial Services Corp in Q2 2022 and held it in 2 quarters.
  • Howe & Rusling's Enterprise Financial Services Corp position peaked at $3K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.