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AJO LP’s Enterprise Financial Services Corp EFSC Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-32,034
Closed -$873K – 385
2020
Q3 		$873K Buy
32,034
+27,210
+564% +$805K 0.01% 480
2020
Q2 		$150K Buy
+4,824
New +$140K ﹤0.01% 601
2017
Q2 		– Sell
-65,061
Closed -$2.76M – 592
2017
Q1 		$2.76M Sell
65,061
-41,867
-39% -$1.78M 0.01% 335
2016
Q4 		$4.6M Buy
106,928
+25,620
+32% +$938K 0.02% 284
2016
Q3 		$2.54M Buy
81,308
+53,332
+191% +$1.58M 0.01% 331
2016
Q2 		$780K Sell
27,976
-13,634
-33% -$371K ﹤0.01% 418
2016
Q1 		$1.13M Sell
41,610
-150
-0.4% -$4.09K ﹤0.01% 395
2015
Q4 		$1.18M Sell
41,760
-1,817
-4% -$51.1K 0.01% 408
2015
Q3 		$1.1M Buy
+43,577
New +$1.04M 0.01% 405

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $255M AUM 78.73% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
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

AJO LP's EFSC Position: Q4 2020 in Review

AJO LP sold out of Enterprise Financial Services Corp (EFSC) in Q4 2020, closing a stake of 32,034 shares — an estimated $873K sold.

AJO LP first reported a position in EFSC in Q3 2015 and held it in 9 quarters. The position peaked at $4.6M in Q4 2016. 165 funds tracked by Wall St. Rank hold EFSC as of Q4 2020.

  • AJO LP reported no remaining Enterprise Financial Services Corp position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 32,034 Enterprise Financial Services Corp shares in Q4 2020, an estimated $873K.
  • AJO LP first reported a position in Enterprise Financial Services Corp in Q3 2015 and held it in 9 quarters.
  • AJO LP's Enterprise Financial Services Corp position peaked at $4.6M in Q4 2016.
  • 165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.