Simplex Trading’s Enterprise Financial Services Corp EFSC Stock Holding History

Simplex Trading’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 Q2	–	Sell	-300	Closed	-$14K	–	10183
2022 Q1	$14K	Buy	+300	New	+$14.7K	﹤0.01%	8583
2021 Q2	–	Sell	-2	Closed	-$9K	–	10164
2021 Q1	$9K	Sell	2 -35	-95%	-$1.47K	﹤0.01%	7941
2020 Q4	$129K	Buy	37 +16	+76%	+$523	﹤0.01%	5159
2020 Q3	$57K	Buy	+21	New	+$621	﹤0.01%	5483
2017 Q2	–	Sell	-3	Closed	-$2K	–	6256
2017 Q1	$2K	Buy	+3	New	+$127	﹤0.01%	5238

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's EFSC Position: Q1 2025 in Review

Simplex Trading sold out of Enterprise Financial Services Corp (EFSC) in Q1 2025, closing a stake of 108 shares — an estimated $6K sold.

Simplex Trading first reported a position in EFSC in Q1 2017 and held it in 7 quarters. The position peaked at $6K in Q4 2024. 242 funds tracked by Wall St. Rank hold EFSC as of Q1 2025.

Simplex Trading reported no remaining Enterprise Financial Services Corp position as of Q1 2025 after selling out during the quarter.
Simplex Trading sold 108 Enterprise Financial Services Corp shares in Q1 2025, an estimated $6K.
Simplex Trading first reported a position in Enterprise Financial Services Corp in Q1 2017 and held it in 7 quarters.
Simplex Trading's Enterprise Financial Services Corp position peaked at $6K in Q4 2024.
242 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.