Enterprise Financial Services Corp (EFSC)’s Globe Life GL Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10	Closed	-$1K	–	1308
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	1069
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	1061
2019 Q2	$1K	Buy	+10	New	+$872	﹤0.01%	1110
2019 Q1	–	Sell	-23	Closed	-$2K	–	1189
2018 Q4	$2K	Buy	+23	New	+$1.91K	﹤0.01%	811
2017 Q2	–	Sell	-30	Closed	-$2K	–	972
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	930
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	917
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	871
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	843
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	861
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	918
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	891
2015 Q2	$2K	Sell	30 -61	-67%	-$3.48K	﹤0.01%	900
2015 Q1	$5K	Hold	91	–	–	﹤0.01%	802
2014 Q4	$5K	Hold	91	–	–	﹤0.01%	800
2014 Q3	$5K	Sell	91 -1	-1%	-$54	﹤0.01%	776
2014 Q2	$5K	Hold	92	–	–	﹤0.01%	805
2014 Q1	$5K	Hold	92	–	–	﹤0.01%	808
2013 Q4	$5K	Hold	92	–	–	﹤0.01%	763
2013 Q3	$4K	Hold	92	–	–	﹤0.01%	805
2013 Q2	$4K	Buy	+92	New	+$3.85K	﹤0.01%	679

Other funds holding GL

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s GL Position: Q1 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Globe Life (GL) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in GL in Q2 2013 and held it in 20 quarters. The position peaked at $5K in Q1 2015. 440 funds tracked by Wall St. Rank hold GL as of Q1 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Globe Life position as of Q1 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 10 Globe Life shares in Q1 2020, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in Globe Life in Q2 2013 and held it in 20 quarters.
Enterprise Financial Services Corp (EFSC)'s Globe Life position peaked at $5K in Q1 2015.
440 funds tracked by Wall St. Rank held Globe Life as of Q1 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2020, filed 15 May 2020.