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Systematic Financial Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-3,524
Closed -$181K – 281
2024
Q3 		$181K Buy
+3,524
New +$173K ﹤0.01% 318
2019
Q2 		– Sell
-26,595
Closed -$1.08M – 632
2019
Q1 		$1.08M Buy
+26,595
New +$1.14M 0.04% 464
2018
Q2 		– Sell
-30,100
Closed -$1.41M – 645
2018
Q1 		$1.41M Sell
30,100
-345
-1% -$16.5K 0.03% 398
2017
Q4 		$1.38M Sell
30,445
-9,680
-24% -$424K 0.03% 467
2017
Q3 		$1.7M Sell
40,125
-1,410
-3% -$55.8K 0.03% 306
2017
Q2 		$1.7M Buy
41,535
+390
+0.9% +$16.2K 0.03% 446
2017
Q1 		$1.75M Sell
41,145
-2,855
-6% -$121K 0.03% 412
2016
Q4 		$1.89M Buy
44,000
+4,545
+12% +$166K 0.03% 378
2016
Q3 		$1.23M Sell
39,455
-4,045
-9% -$120K 0.02% 535
2016
Q2 		$1.21M Sell
43,500
-1,130
-3% -$30.8K 0.02% 529
2016
Q1 		$1.21M Sell
44,630
-4,730
-10% -$129K 0.02% 512
2015
Q4 		$1.4M Buy
+49,360
New +$1.39M 0.02% 523

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Systematic Financial Management's EFSC Position: Q4 2024 in Review

Systematic Financial Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2024, closing a stake of 3,524 shares — an estimated $181K sold.

Systematic Financial Management first reported a position in EFSC in Q4 2015 and held it in 12 quarters. The position peaked at $1.89M in Q4 2016. 225 funds tracked by Wall St. Rank hold EFSC as of Q4 2024.

  • Systematic Financial Management reported no remaining Enterprise Financial Services Corp position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 3,524 Enterprise Financial Services Corp shares in Q4 2024, an estimated $181K.
  • Systematic Financial Management first reported a position in Enterprise Financial Services Corp in Q4 2015 and held it in 12 quarters.
  • Systematic Financial Management's Enterprise Financial Services Corp position peaked at $1.89M in Q4 2016.
  • 225 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.