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Elequin Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

Elequin Capital’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
-2,438
Closed -$109K – 308
2023
Q4 		$109K Buy
+2,438
New +$95.3K 0.03% 170
2023
Q3 		– Sell
-4,833
Closed -$189K – 460
2023
Q2 		$189K Buy
+4,833
New +$200K 0.1% 79

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
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 $3.38T AUM 44.17% 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

Elequin Capital's EFSC Position: Q1 2024 in Review

Elequin Capital sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 2,438 shares — an estimated $109K sold.

Elequin Capital first reported a position in EFSC in Q2 2023 and held it in 2 quarters. The position peaked at $189K in Q2 2023. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

  • Elequin Capital reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 2,438 Enterprise Financial Services Corp shares in Q1 2024, an estimated $109K.
  • Elequin Capital first reported a position in Enterprise Financial Services Corp in Q2 2023 and held it in 2 quarters.
  • Elequin Capital's Enterprise Financial Services Corp position peaked at $189K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.