Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OAM
Oberweis Asset Management’s
Enterprise Financial Services Corp
EFSC
Stock Holding History
Oberweis Asset Management’s Portfolio
EFSC Stock Details
EFSC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-14,256
Closed
-$498K
–
174
2020
Q4
$498K
Sell
14,256
-14,549
-51%
-$476K
0.13%
91
2020
Q3
$785K
Sell
28,805
-3,457
-11%
-$102K
0.26%
62
2020
Q2
$1M
Buy
32,262
+3,742
+13%
+$109K
0.39%
47
2020
Q1
$796K
Sell
28,520
-6,100
-18%
-$245K
0.44%
45
2019
Q4
$1.67M
Buy
34,620
+16,920
+96%
+$751K
0.56%
31
2019
Q3
$721K
Hold
17,700
–
–
0.16%
111
2019
Q2
$736K
Buy
17,700
+500
+3%
+$20.9K
0.13%
103
2019
Q1
$701K
Buy
17,200
+100
+0.6%
+$4.3K
0.14%
111
2018
Q4
$643K
Sell
17,100
-500
-3%
-$22.3K
0.14%
114
2018
Q3
$934K
Hold
17,600
–
–
0.18%
104
2018
Q2
$950K
Hold
17,600
–
–
0.24%
99
2018
Q1
$825K
Sell
17,600
-13,600
-44%
-$649K
0.22%
99
2017
Q4
$1.41M
Buy
31,200
+12,500
+67%
+$547K
0.33%
68
2017
Q3
$792K
Sell
18,700
-9,700
-34%
-$384K
0.22%
94
2017
Q2
$1.16M
Buy
+28,400
New
+$1.18M
0.32%
67
2016
Q3
–
Sell
-14,700
Closed
-$410K
–
149
2016
Q2
$410K
Buy
+14,700
New
+$400K
0.12%
121
Other funds holding EFSC
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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
WFC
Western Financial Corp
San Diego, California
$255M AUM
78.73%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
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
ICOM
Investment Counselors of Maryland
Baltimore, Maryland
$4.37B AUM
76.25%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close