EFSCE
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Enterprise Financial Services Corp (EFSC)’s Affiliated Managers Group AMG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-22
Closed -$3K – 435
2021
Q2 		$3K Hold
22
– – ﹤0.01% 1025
2021
Q1 		$3K Hold
22
– – ﹤0.01% 1034
2020
Q4 		$2K Hold
22
– – ﹤0.01% 1063
2020
Q3 		$2K Hold
22
– – ﹤0.01% 1026
2020
Q2 		$2K Sell
22
-13
-37% -$879 ﹤0.01% 1026
2020
Q1 		$2K Buy
35
+27
+338% +$2.02K ﹤0.01% 970
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1049
2019
Q3 		$1K Sell
8
-12
-60% -$1K ﹤0.01% 1041
2019
Q2 		$2K Sell
20
-26
-57% -$2.55K ﹤0.01% 1006
2019
Q1 		$5K Buy
46
+9
+24% +$956 ﹤0.01% 884
2018
Q4 		$4K Sell
37
-15
-29% -$1.69K ﹤0.01% 682
2018
Q3 		$7K Buy
52
+26
+100% +$3.84K ﹤0.01% 653
2018
Q2 		$4K Hold
26
– – ﹤0.01% 752
2018
Q1 		$5K Hold
26
– – ﹤0.01% 710
2017
Q4 		$5K Hold
26
– – ﹤0.01% 688
2017
Q3 		$5K Hold
26
– – ﹤0.01% 693
2017
Q2 		$4K Sell
26
-7
-21% -$1.12K ﹤0.01% 729
2017
Q1 		$5K Sell
33
-22
-40% -$3.48K ﹤0.01% 746
2016
Q4 		$8K Hold
55
– – ﹤0.01% 636
2016
Q3 		$8K Hold
55
– – ﹤0.01% 620
2016
Q2 		$8K Hold
55
– – ﹤0.01% 594
2016
Q1 		$9K Buy
55
+14
+34% +$1.95K 0.01% 554
2015
Q4 		$7K Sell
41
-6
-13% -$1.03K ﹤0.01% 634
2015
Q3 		$8K Buy
47
+6
+15% +$1.18K 0.01% 588
2015
Q2 		$9K Sell
41
-24
-37% -$5.34K 0.01% 580
2015
Q1 		$14K Hold
65
– – 0.01% 505
2014
Q4 		$14K Hold
65
– – 0.01% 518
2014
Q3 		$13K Hold
65
– – 0.01% 526
2014
Q2 		$13K Hold
65
– – 0.01% 539
2014
Q1 		$13K Hold
65
– – 0.01% 534
2013
Q4 		$14K Hold
65
– – 0.01% 483
2013
Q3 		$12K Buy
65
+5
+8% +$888 0.01% 500
2013
Q2 		$10K Buy
+60
New +$9.49K 0.01% 444

Other funds holding AMG

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s AMG Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Affiliated Managers Group (AMG) in Q3 2021, closing a stake of 22 shares — an estimated $3K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AMG in Q2 2013 and held it in 33 quarters. The position peaked at $14K in Q1 2015. 332 funds tracked by Wall St. Rank hold AMG as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Affiliated Managers Group position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 22 Affiliated Managers Group shares in Q3 2021, an estimated $3K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Affiliated Managers Group in Q2 2013 and held it in 33 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Affiliated Managers Group position peaked at $14K in Q1 2015.
  • 332 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.