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

Dupont 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
2020 Q4	–	Sell	-8,486	Closed	-$231K	–	1329
2020 Q3	$231K	Sell	8,486 -569	-6%	-$16.8K	0.01%	1072
2020 Q2	$282K	Buy	+9,055	New	+$263K	0.01%	990
2019 Q2	–	Sell	-9,047	Closed	-$369K	–	1216
2019 Q1	$369K	Hold	9,047	–	–	0.01%	873
2018 Q4	$340K	Buy	9,047 +1,737	+24%	+$77.3K	0.01%	875
2018 Q3	$388K	Hold	7,310	–	–	0.01%	760
2018 Q2	$394K	Hold	7,310	–	–	0.01%	760
2018 Q1	$343K	Hold	7,310	–	–	0.01%	742
2017 Q4	$330K	Sell	7,310 -18,162	-71%	-$795K	0.01%	743
2017 Q3	$1.08M	Buy	+25,472	New	+$1.01M	0.02%	502

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Dupont Capital Management's EFSC Position: Q4 2020 in Review

Dupont Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2020, closing a stake of 8,486 shares — an estimated $231K sold.

Dupont Capital Management first reported a position in EFSC in Q3 2017 and held it in 9 quarters. The position peaked at $1.08M in Q3 2017. 165 funds tracked by Wall St. Rank hold EFSC as of Q4 2020.

Dupont Capital Management reported no remaining Enterprise Financial Services Corp position as of Q4 2020 after selling out during the quarter.
Dupont Capital Management sold 8,486 Enterprise Financial Services Corp shares in Q4 2020, an estimated $231K.
Dupont Capital Management first reported a position in Enterprise Financial Services Corp in Q3 2017 and held it in 9 quarters.
Dupont Capital Management's Enterprise Financial Services Corp position peaked at $1.08M in Q3 2017.
165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2020.

Based on Dupont Capital Management's 13F filing for Q4 2020, filed 28 Jan 2021.