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BHZ Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

BHZ Capital 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
Q1 		– Sell
-15,503
Closed -$692K – 52
2023
Q4 		$692K Buy
+15,503
New +$606K 0.37% 44

Other funds holding EFSC

BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

BHZ Capital Management's EFSC Position: Q1 2024 in Review

BHZ Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 15,503 shares — an estimated $692K sold.

BHZ Capital Management first reported a position in EFSC in Q4 2023 and held it in 1 quarter. The position peaked at $692K in Q4 2023. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

  • BHZ Capital Management reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
  • BHZ Capital Management sold 15,503 Enterprise Financial Services Corp shares in Q1 2024, an estimated $692K.
  • BHZ Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2023 and held it in 1 quarter.
  • BHZ Capital Management's Enterprise Financial Services Corp position peaked at $692K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on BHZ Capital Management's 13F filing for Q1 2024, filed 13 May 2024.