Moody National Bank Trust Division’s Enterprise Financial Services Corp EFSC Stock Holding History

Moody National Bank Trust Division’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	-6,128	Closed	-$240K	–	612
2023 Q2	$240K	Sell	6,128 -988	-14%	-$40.9K	0.02%	561
2023 Q1	$317K	Sell	7,116 -634	-8%	-$32.4K	0.03%	495
2022 Q4	$379K	Buy	7,750 +50	+0.6%	+$2.48K	0.03%	424
2022 Q3	$339K	Buy	+7,700	New	+$350K	0.04%	426

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Moody National Bank Trust Division's EFSC Position: Q3 2023 in Review

Moody National Bank Trust Division sold out of Enterprise Financial Services Corp (EFSC) in Q3 2023, closing a stake of 6,128 shares — an estimated $240K sold.

Moody National Bank Trust Division first reported a position in EFSC in Q3 2022 and held it in 4 quarters. The position peaked at $379K in Q4 2022. 198 funds tracked by Wall St. Rank hold EFSC as of Q3 2023.

Moody National Bank Trust Division reported no remaining Enterprise Financial Services Corp position as of Q3 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 6,128 Enterprise Financial Services Corp shares in Q3 2023, an estimated $240K.
Moody National Bank Trust Division first reported a position in Enterprise Financial Services Corp in Q3 2022 and held it in 4 quarters.
Moody National Bank Trust Division's Enterprise Financial Services Corp position peaked at $379K in Q4 2022.
198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2023.

Based on Moody National Bank Trust Division's 13F filing for Q3 2023, filed 12 Oct 2023.