UBS AM’s Enterprise Financial Services Corp EFSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.84M | Sell |
89,474
-3,728
| -4% | -$210K | ﹤0.01% | 1569 |
|
|
2025
Q4 | $5.03M | Buy |
93,202
+3,102
| +3% | +$170K | ﹤0.01% | 1459 |
|
|
2025
Q3 | $5.22M | Sell |
90,100
-53,913
| -37% | -$3.14M | ﹤0.01% | 1352 |
|
|
2025
Q2 | $7.94M | Buy |
144,013
+37,615
| +35% | +$1.96M | ﹤0.01% | 1472 |
|
|
2025
Q1 | $5.72M | Buy |
106,398
+9,816
| +10% | +$565K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $5.45M | Buy |
96,582
+9,076
| +10% | +$508K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $4.49M | Buy |
87,506
+2,452
| +3% | +$120K | ﹤0.01% | 1633 |
|
|
2024
Q2 | $3.48M | Buy |
85,054
+38,230
| +82% | +$1.49M | ﹤0.01% | 1696 |
|
|
2024
Q1 | $1.9M | Hold |
46,824
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q4 | $2.09M | Hold |
46,824
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q3 | $1.76M | Buy |
46,824
+2,131
| +5% | +$85K | ﹤0.01% | 1691 |
|
|
2023
Q2 | $1.99M | Hold |
44,693
| – | – | ﹤0.01% | 1643 |
|
|
2023
Q1 | $1.99M | Sell |
44,693
-1,419
| -3% | -$72.6K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $2.26M | Buy |
46,112
+1,028
| +2% | +$51.1K | ﹤0.01% | 1477 |
|
|
2022
Q3 | $1.99M | Sell |
45,084
-2,189
| -5% | -$99.5K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $1.96M | Buy |
47,273
+1,275
| +3% | +$56.8K | ﹤0.01% | 1626 |
|
|
2022
Q1 | $2.18M | Buy |
45,998
+11,388
| +33% | +$559K | ﹤0.01% | 1756 |
|
|
2021
Q4 | $1.63M | Hold |
34,610
| – | – | ﹤0.01% | 1964 |
|
|
2021
Q3 | $1.57M | Hold |
34,610
| – | – | ﹤0.01% | 1944 |
|
|
2021
Q2 | $1.61M | Buy |
34,610
+6,409
| +23% | +$314K | ﹤0.01% | 1954 |
|
|
2021
Q1 | $1.39M | Buy |
28,201
+4,762
| +20% | +$201K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $819K | Hold |
23,439
| – | – | ﹤0.01% | 2085 |
|
|
2020
Q3 | $639K | Sell |
23,439
-390
| -2% | -$11.5K | ﹤0.01% | 2023 |
|
|
2020
Q2 | $742K | Sell |
23,829
-1,920
| -7% | -$55.8K | ﹤0.01% | 1933 |
|
|
2020
Q1 | $719K | Sell |
25,749
-116
| -0.4% | -$4.66K | ﹤0.01% | 1824 |
|
|
2019
Q4 | $1.25M | Buy |
25,865
+2,163
| +9% | +$96K | ﹤0.01% | 1813 |
|
|
2019
Q3 | $966K | Buy |
23,702
+3,922
| +20% | +$158K | ﹤0.01% | 1971 |
|
|
2019
Q2 | $823K | Buy |
19,780
+3,929
| +25% | +$164K | ﹤0.01% | 1978 |
|
|
2019
Q1 | $646K | Buy |
15,851
+2,437
| +18% | +$105K | ﹤0.01% | 2006 |
|
|
2018
Q4 | $505K | Hold |
13,414
| – | – | ﹤0.01% | 1992 |
|
|
2018
Q3 | $712K | Hold |
13,414
| – | – | ﹤0.01% | 1939 |
|
|
2018
Q2 | $724K | Buy |
13,414
+649
| +5% | +$34K | ﹤0.01% | 1939 |
|
|
2018
Q1 | $599K | Buy |
12,765
+1,297
| +11% | +$61.9K | ﹤0.01% | 1962 |
|
|
2017
Q4 | $518K | Buy |
11,468
+4,568
| +66% | +$200K | ﹤0.01% | 1959 |
|
|
2017
Q3 | $292K | Hold |
6,900
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q2 | $282K | Hold |
6,900
| – | – | ﹤0.01% | 2062 |
|
|
2017
Q1 | $293K | Sell |
6,900
-700
| -9% | -$29.7K | ﹤0.01% | 2023 |
|
|
2016
Q4 | $327K | Sell |
7,600
-10,000
| -57% | -$366K | ﹤0.01% | 1911 |
|
|
2016
Q3 | $550K | Hold |
17,600
| – | – | ﹤0.01% | 1930 |
|
|
2016
Q2 | $491K | Hold |
17,600
| – | – | ﹤0.01% | 1958 |
|
|
2016
Q1 | $476K | Sell |
17,600
-1,300
| -7% | -$35.5K | ﹤0.01% | 1957 |
|
|
2015
Q4 | $536K | Buy |
18,900
+4,400
| +30% | +$124K | ﹤0.01% | 2016 |
|
|
2015
Q3 | $365K | Hold |
14,500
| – | – | ﹤0.01% | 2174 |
|
|
2015
Q2 | $330K | Hold |
14,500
| – | – | ﹤0.01% | 2305 |
|
|
2015
Q1 | $300K | Buy |
14,500
+500
| +4% | +$10K | ﹤0.01% | 2261 |
|
|
2014
Q4 | $276K | Hold |
14,000
| – | – | ﹤0.01% | 2279 |
|
|
2014
Q3 | $234K | Hold |
14,000
| – | – | ﹤0.01% | 2285 |
|
|
2014
Q2 | $253K | Hold |
14,000
| – | – | ﹤0.01% | 2285 |
|
|
2014
Q1 | $281K | Buy |
+14,000
| New | +$268K | ﹤0.01% | 2223 |
|
Other funds holding EFSC
VCM
NAMI
