Sanford Advisory Services’s Enterprise Financial Services Corp EFSC Stock Holding History

Sanford Advisory Services’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
2022 Q4	$410K	Hold	8,372	–	–	0.1%	91
2022 Q3	$369K	Hold	8,372	–	–	0.11%	77
2022 Q2	$347K	Hold	8,372	–	–	0.1%	83
2022 Q1	$396K	Hold	8,372	–	–	0.11%	74
2021 Q4	$394K	Hold	8,372	–	–	0.09%	78
2021 Q3	$379K	Buy	+8,372	New	+$375K	0.1%	78
2021 Q2	–	Sell	-8,372	Closed	-$414K	–	107
2021 Q1	$414K	Hold	8,372	–	–	0.12%	70
2020 Q4	$293K	Buy	+8,372	New	+$274K	0.09%	77

Other funds holding EFSC

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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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Sanford Advisory Services's EFSC Position: Q4 2022 in Review

Sanford Advisory Services held its Enterprise Financial Services Corp (EFSC) position steady in Q4 2022 at 8,372 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #91.

Sanford Advisory Services first reported a position in EFSC in Q4 2020 and has held it in 8 quarters since. The position peaked at $414K in Q1 2021. 219 funds tracked by Wall St. Rank hold EFSC as of Q4 2022.

Sanford Advisory Services held 8,372 shares of Enterprise Financial Services Corp worth $410K as of Q4 2022.
Sanford Advisory Services left its Enterprise Financial Services Corp share count unchanged in Q4 2022.
Enterprise Financial Services Corp made up 0.1% of Sanford Advisory Services's portfolio in Q4 2022, its #91 holding.
Sanford Advisory Services first reported a position in Enterprise Financial Services Corp in Q4 2020 and has held it in 8 quarters since.
Sanford Advisory Services's Enterprise Financial Services Corp position peaked at $414K in Q1 2021.
219 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.