OC
EFSC icon

Oakworth Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

Oakworth Capital’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
2024
Q3 		– Sell
-155
Closed -$6.34K – 696
2024
Q2 		$6.34K Hold
155
– – ﹤0.01% 537
2024
Q1 		$6.29K Hold
155
– – ﹤0.01% 513
2023
Q4 		$6.92K Buy
+155
New +$6.06K ﹤0.01% 512

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Oakworth Capital's EFSC Position: Q3 2024 in Review

Oakworth Capital sold out of Enterprise Financial Services Corp (EFSC) in Q3 2024, closing a stake of 155 shares — an estimated $6.34K sold.

Oakworth Capital first reported a position in EFSC in Q4 2023 and held it in 3 quarters. The position peaked at $6.92K in Q4 2023. 227 funds tracked by Wall St. Rank hold EFSC as of Q3 2024.

  • Oakworth Capital reported no remaining Enterprise Financial Services Corp position as of Q3 2024 after selling out during the quarter.
  • Oakworth Capital sold 155 Enterprise Financial Services Corp shares in Q3 2024, an estimated $6.34K.
  • Oakworth Capital first reported a position in Enterprise Financial Services Corp in Q4 2023 and held it in 3 quarters.
  • Oakworth Capital's Enterprise Financial Services Corp position peaked at $6.92K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.