LSV Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

LSV Asset Management’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
2025 Q1	–	Sell	-2,800	Closed	-$158K	–	842
2024 Q4	$158K	Sell	2,800 -2,100	-43%	-$118K	﹤0.01%	770
2024 Q3	$251K	Sell	4,900 -5,187	-51%	-$255K	﹤0.01%	755
2024 Q2	$413K	Hold	10,087	–	–	﹤0.01%	746
2024 Q1	$409K	Hold	10,087	–	–	﹤0.01%	755
2023 Q4	$450K	Hold	10,087	–	–	﹤0.01%	747
2023 Q3	$378K	Hold	10,087	–	–	﹤0.01%	758
2023 Q2	$394K	Hold	10,087	–	–	﹤0.01%	773
2023 Q1	$450K	Sell	10,087 -400	-4%	-$20.5K	﹤0.01%	741
2022 Q4	$513K	Hold	10,487	–	–	﹤0.01%	721
2022 Q3	$462K	Sell	10,487 -4,535	-30%	-$206K	﹤0.01%	724
2022 Q2	$623K	Sell	15,022 -4,191	-22%	-$187K	﹤0.01%	729
2022 Q1	$909K	Sell	19,213 -7,100	-27%	-$348K	﹤0.01%	714
2021 Q4	$1.24M	Sell	26,313 -26,703	-50%	-$1.27M	﹤0.01%	689
2021 Q3	$2.4M	Buy	53,016 +20,916	+65%	+$937K	﹤0.01%	626
2021 Q2	$1.49M	Hold	32,100	–	–	﹤0.01%	681
2021 Q1	$1.59M	Hold	32,100	–	–	﹤0.01%	683
2020 Q4	$1.12M	Hold	32,100	–	–	﹤0.01%	732
2020 Q3	$875K	Hold	32,100	–	–	﹤0.01%	740
2020 Q2	$998K	Hold	32,100	–	–	﹤0.01%	747
2020 Q1	$895K	Hold	32,100	–	–	﹤0.01%	732
2019 Q4	$1.55M	Hold	32,100	–	–	﹤0.01%	712
2019 Q3	$1.31M	Hold	32,100	–	–	﹤0.01%	721
2019 Q2	$1.33M	Hold	32,100	–	–	﹤0.01%	718
2019 Q1	$1.31M	Hold	32,100	–	–	﹤0.01%	728
2018 Q4	$1.21M	Sell	32,100 -49,300	-61%	-$2.19M	﹤0.01%	757
2018 Q3	$4.32M	Sell	81,400 -7,400	-8%	-$412K	0.01%	624
2018 Q2	$4.79M	Sell	88,800 -44,900	-34%	-$2.35M	0.01%	614
2018 Q1	$6.27M	Buy	133,700 +10,100	+8%	+$482K	0.01%	553
2017 Q4	$5.58M	Sell	123,600 -33,700	-21%	-$1.48M	0.01%	575
2017 Q3	$6.66M	Sell	157,300 -800	-0.5%	-$31.7K	0.01%	542
2017 Q2	$6.45M	Sell	158,100 -900	-0.6%	-$37.4K	0.01%	531
2017 Q1	$6.74M	Sell	159,000 -23,513	-13%	-$997K	0.01%	518
2016 Q4	$7.85M	Sell	182,513 -38,600	-17%	-$1.41M	0.01%	500
2016 Q3	$6.91M	Buy	221,113 +7,464	+3%	+$221K	0.01%	493
2016 Q2	$5.96M	Buy	213,649 +459	+0.2%	+$12.5K	0.01%	498
2016 Q1	$5.76M	Sell	213,190 -65,878	-24%	-$1.8M	0.01%	488
2015 Q4	$7.91M	Sell	279,068 -48,303	-15%	-$1.36M	0.02%	434
2015 Q3	$8.24M	Buy	327,371 +10,200	+3%	+$244K	0.02%	417
2015 Q2	$7.22M	Buy	317,171 +34,900	+12%	+$747K	0.02%	432
2015 Q1	$5.83M	Hold	282,271	–	–	0.01%	456
2014 Q4	$5.57M	Buy	282,271 +8,600	+3%	+$159K	0.01%	450
2014 Q3	$4.58M	Sell	273,671 -12,400	-4%	-$218K	0.01%	470
2014 Q2	$5.17M	Sell	286,071 -9,100	-3%	-$167K	0.01%	461
2014 Q1	$5.92M	Sell	295,171 -3,700	-1%	-$70.7K	0.01%	436
2013 Q4	$6.1M	Sell	298,871 -7,962	-3%	-$147K	0.01%	438
2013 Q3	$5.15M	Buy	306,833 +6,449	+2%	+$112K	0.01%	451
2013 Q2	$4.79M	Buy	+300,384	New	+$4.47M	0.01%	454

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management's EFSC Position: Q1 2025 in Review

LSV Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 2,800 shares — an estimated $158K sold.

LSV Asset Management first reported a position in EFSC in Q2 2013 and held it in 47 quarters. The position peaked at $8.24M in Q3 2015. 243 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

LSV Asset Management reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
LSV Asset Management sold 2,800 Enterprise Financial Services Corp shares in Q1 2025, an estimated $158K.
LSV Asset Management first reported a position in Enterprise Financial Services Corp in Q2 2013 and held it in 47 quarters.
LSV Asset Management's Enterprise Financial Services Corp position peaked at $8.24M in Q3 2015.
243 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on LSV Asset Management's 13F filing for Q1 2025, filed 9 May 2025.