OneDigital Investment Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

OneDigital Investment Advisors’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	-25,095	Closed	-$981K	–	1004
2023 Q2	$981K	Buy	25,095 +512	+2%	+$21.2K	0.02%	417
2023 Q1	$1.1M	Buy	24,583 +138	+0.6%	+$7.06K	0.03%	373
2022 Q4	$1.2M	Hold	24,445	–	–	0.03%	322
2022 Q3	$1.08M	Hold	24,445	–	–	0.04%	273
2022 Q2	$1.01M	Hold	24,445	–	–	0.04%	253
2022 Q1	$1.16M	Hold	24,445	–	–	0.04%	236
2021 Q4	$1.15M	Buy	24,445 +100	+0.4%	+$4.77K	0.04%	256
2021 Q3	$1.1M	Hold	24,345	–	–	0.04%	247
2021 Q2	$1.13M	Buy	24,345 +100	+0.4%	+$4.9K	0.05%	233
2021 Q1	$1.2M	Hold	24,245	–	–	0.06%	218
2020 Q4	$847K	Buy	+24,245	New	+$793K	0.04%	252

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

OneDigital Investment Advisors's EFSC Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q3 2023, closing a stake of 25,095 shares — an estimated $981K sold.

OneDigital Investment Advisors first reported a position in EFSC in Q4 2020 and held it in 11 quarters. The position peaked at $1.2M in Q1 2021. 198 funds tracked by Wall St. Rank hold EFSC as of Q3 2023.

OneDigital Investment Advisors reported no remaining Enterprise Financial Services Corp position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 25,095 Enterprise Financial Services Corp shares in Q3 2023, an estimated $981K.
OneDigital Investment Advisors first reported a position in Enterprise Financial Services Corp in Q4 2020 and held it in 11 quarters.
OneDigital Investment Advisors's Enterprise Financial Services Corp position peaked at $1.2M in Q1 2021.
198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.