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Enterprise Financial Services Corp (EFSC)’s Citizens Financial Group CFG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,598
Closed -$73K – 538
2021
Q2 		$73K Sell
1,598
-54
-3% -$2.55K 0.01% 322
2021
Q1 		$73K Hold
1,652
– – 0.01% 336
2020
Q4 		$59K Hold
1,652
– – 0.01% 354
2020
Q3 		$42K Hold
1,652
– – 0.01% 415
2020
Q2 		$42K Sell
1,652
-54
-3% -$1.23K 0.01% 408
2020
Q1 		$32K Buy
1,706
+199
+13% +$6.49K 0.01% 422
2019
Q4 		$62K Hold
1,507
– – 0.01% 378
2019
Q3 		$53K Hold
1,507
– – 0.01% 382
2019
Q2 		$53K Hold
1,507
– – 0.01% 399
2019
Q1 		$49K Sell
1,507
-72
-5% -$2.5K 0.01% 406
2018
Q4 		$47K Buy
1,579
+72
+5% +$2.52K 0.03% 246
2018
Q3 		$58K Hold
1,507
– – 0.03% 252
2018
Q2 		$59K Sell
1,507
-75
-5% -$3.12K 0.03% 260
2018
Q1 		$66K Buy
1,582
+75
+5% +$3.37K 0.03% 245
2017
Q4 		$63K Hold
1,507
– – 0.03% 253
2017
Q3 		$57K Hold
1,507
– – 0.03% 268
2017
Q2 		$54K Buy
+1,507
New +$53.4K 0.03% 279
2016
Q4 		– Sell
-75
Closed -$2K – 1068
2016
Q3 		$2K Buy
+75
New +$1.72K ﹤0.01% 862

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Citizens Financial Group (CFG) in Q3 2021, closing a stake of 1,598 shares — an estimated $73K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in CFG in Q3 2016 and held it in 18 quarters. The position peaked at $73K in Q2 2021. 702 funds tracked by Wall St. Rank hold CFG as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Citizens Financial Group position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,598 Citizens Financial Group shares in Q3 2021, an estimated $73K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Citizens Financial Group in Q3 2016 and held it in 18 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Citizens Financial Group position peaked at $73K in Q2 2021.
  • 702 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2021.

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