Enterprise Financial Services Corp (EFSC)’s Healthcare Services Group HCSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-426	Closed	-$10K	–	1133
2019 Q3	$10K	Hold	426	–	–	﹤0.01%	707
2019 Q2	$13K	Hold	426	–	–	﹤0.01%	684
2019 Q1	$14K	Hold	426	–	–	﹤0.01%	664
2018 Q4	$17K	Hold	426	–	–	0.01%	420
2018 Q3	$17K	Hold	426	–	–	0.01%	462
2018 Q2	$18K	Hold	426	–	–	0.01%	469
2018 Q1	$19K	Hold	426	–	–	0.01%	475
2017 Q4	$22K	Hold	426	–	–	0.01%	433
2017 Q3	$23K	Hold	426	–	–	0.01%	411
2017 Q2	$20K	Buy	+426	New	+$19.7K	0.01%	447

Other funds holding HCSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HCSG Position: Q4 2019 in Review

Enterprise Financial Services Corp (EFSC) sold out of Healthcare Services Group (HCSG) in Q4 2019, closing a stake of 426 shares — an estimated $10K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HCSG in Q2 2017 and held it in 10 quarters. The position peaked at $23K in Q3 2017. 240 funds tracked by Wall St. Rank hold HCSG as of Q4 2019.

Enterprise Financial Services Corp (EFSC) reported no remaining Healthcare Services Group position as of Q4 2019 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 426 Healthcare Services Group shares in Q4 2019, an estimated $10K.
Enterprise Financial Services Corp (EFSC) first reported a position in Healthcare Services Group in Q2 2017 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s Healthcare Services Group position peaked at $23K in Q3 2017.
240 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2019.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2019, filed 28 Jan 2020.