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RFP Financial Group’s Enterprise Financial Services Corp EFSC Stock Holding History

RFP Financial Group’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 		– Sell
-33
Closed -$1.24K – 918
2023
Q3 		$1.24K Hold
33
– – ﹤0.01% 745
2023
Q2 		$1.29K Hold
33
– – ﹤0.01% 780
2023
Q1 		$1.47K Hold
33
– – ﹤0.01% 563
2022
Q4 		$1.62K Buy
+33
New +$1.64K ﹤0.01% 705

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

RFP Financial Group's EFSC Position: Q4 2023 in Review

RFP Financial Group sold out of Enterprise Financial Services Corp (EFSC) in Q4 2023, closing a stake of 33 shares — an estimated $1.24K sold.

RFP Financial Group first reported a position in EFSC in Q4 2022 and held it in 4 quarters. The position peaked at $1.62K in Q4 2022. 205 funds tracked by Wall St. Rank hold EFSC as of Q4 2023.

  • RFP Financial Group reported no remaining Enterprise Financial Services Corp position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 33 Enterprise Financial Services Corp shares in Q4 2023, an estimated $1.24K.
  • RFP Financial Group first reported a position in Enterprise Financial Services Corp in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Enterprise Financial Services Corp position peaked at $1.62K in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.