Putnam Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Putnam Investments’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 Q4	$1.14M	Sell	25,504 -801	-3%	-$31.3K	﹤0.01%	830
2023 Q3	$986K	Buy	+26,305	New	+$1.05M	﹤0.01%	833
2022 Q3	–	Sell	-18,140	Closed	-$753K	–	1163
2022 Q2	$753K	Sell	18,140 -223	-1%	-$9.93K	﹤0.01%	895
2022 Q1	$868K	Sell	18,363 -1,317	-7%	-$64.6K	﹤0.01%	915
2021 Q4	$926K	Buy	+19,680	New	+$939K	﹤0.01%	871
2016 Q3	–	Sell	-19,878	Closed	-$555K	–	1283
2016 Q2	$555K	Buy	+19,878	New	+$541K	﹤0.01%	1181

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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

Putnam Investments's EFSC Position: Q4 2023 in Review

Putnam Investments reduced its Enterprise Financial Services Corp (EFSC) stake by 3% in Q4 2023, selling an estimated $31.3K and leaving 25,504 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Putnam Investments first reported a position in EFSC in Q2 2016 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold EFSC as of Q4 2023.

Putnam Investments held 25,504 shares of Enterprise Financial Services Corp worth $1.14M as of Q4 2023.
Putnam Investments sold 801 Enterprise Financial Services Corp shares in Q4 2023, an estimated $31.3K.
Enterprise Financial Services Corp made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #830 holding.
Putnam Investments first reported a position in Enterprise Financial Services Corp in Q2 2016 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.