Mosaic Family Wealth’s Enterprise Financial Services Corp EFSC Stock Holding History

Mosaic Family Wealth’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
2021 Q4	$683K	Hold	14,500	–	–	0.18%	88
2021 Q3	$657K	Hold	14,500	–	–	0.18%	84
2021 Q2	$673K	Hold	14,500	–	–	0.19%	73
2021 Q1	$717K	Hold	14,500	–	–	0.21%	67
2020 Q4	$507K	Hold	14,500	–	–	0.17%	85
2020 Q3	$395K	Hold	14,500	–	–	0.15%	90
2020 Q2	$451K	Buy	14,500 +2,000	+16%	+$58.1K	0.19%	74
2020 Q1	$349K	Buy	+12,500	New	+$502K	0.18%	84

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Mosaic Family Wealth's EFSC Position: Q4 2021 in Review

Mosaic Family Wealth held its Enterprise Financial Services Corp (EFSC) position steady in Q4 2021 at 14,500 shares worth $683K. The position accounts for 0.18% of the portfolio, ranked #88.

Mosaic Family Wealth first reported a position in EFSC in Q1 2020 and has held it in 8 quarters since. The position peaked at $717K in Q1 2021. 189 funds tracked by Wall St. Rank hold EFSC as of Q4 2021.

Mosaic Family Wealth held 14,500 shares of Enterprise Financial Services Corp worth $683K as of Q4 2021.
Mosaic Family Wealth left its Enterprise Financial Services Corp share count unchanged in Q4 2021.
Enterprise Financial Services Corp made up 0.18% of Mosaic Family Wealth's portfolio in Q4 2021, its #88 holding.
Mosaic Family Wealth first reported a position in Enterprise Financial Services Corp in Q1 2020 and has held it in 8 quarters since.
Mosaic Family Wealth's Enterprise Financial Services Corp position peaked at $717K in Q1 2021.
189 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.