SGI
EFSC icon

Summit Global Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Summit Global 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
Q2 		– Sell
-7,000
Closed -$312K – 560
2023
Q1 		$312K Buy
+7,000
New +$358K 0.02% 419

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Global Investments's EFSC Position: Q2 2023 in Review

Summit Global Investments sold out of Enterprise Financial Services Corp (EFSC) in Q2 2023, closing a stake of 7,000 shares — an estimated $312K sold.

Summit Global Investments first reported a position in EFSC in Q1 2023 and held it in 1 quarter. The position peaked at $312K in Q1 2023. 198 funds tracked by Wall St. Rank hold EFSC as of Q2 2023.

  • Summit Global Investments reported no remaining Enterprise Financial Services Corp position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 7,000 Enterprise Financial Services Corp shares in Q2 2023, an estimated $312K.
  • Summit Global Investments first reported a position in Enterprise Financial Services Corp in Q1 2023 and held it in 1 quarter.
  • Summit Global Investments's Enterprise Financial Services Corp position peaked at $312K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.