Enterprise Financial Services Corp (EFSC)’s Hartford Financial Services HIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-215	Closed	-$13K	–	735
2021 Q2	$13K	Hold	215	–	–	﹤0.01%	677
2021 Q1	$14K	Hold	215	–	–	﹤0.01%	678
2020 Q4	$11K	Buy	215 +16	+8%	+$690	﹤0.01%	695
2020 Q3	$7K	Hold	199	–	–	﹤0.01%	763
2020 Q2	$8K	Sell	199 -12	-6%	-$457	﹤0.01%	752
2020 Q1	$7K	Sell	211 -62	-23%	-$3.23K	﹤0.01%	716
2019 Q4	$17K	Sell	273 -10	-4%	-$600	﹤0.01%	609
2019 Q3	$17K	Buy	283 +10	+4%	+$585	﹤0.01%	599
2019 Q2	$15K	Hold	273	–	–	﹤0.01%	647
2019 Q1	$14K	Hold	273	–	–	﹤0.01%	666
2018 Q4	$12K	Buy	273 +4	+1%	+$180	0.01%	480
2018 Q3	$13K	Sell	269 -79	-23%	-$4.06K	0.01%	527
2018 Q2	$18K	Buy	348 +79	+29%	+$4.14K	0.01%	470
2018 Q1	$14K	Hold	269	–	–	0.01%	535
2017 Q4	$15K	Hold	269	–	–	0.01%	506
2017 Q3	$15K	Hold	269	–	–	0.01%	499
2017 Q2	$14K	Sell	269 -50	-16%	-$2.48K	0.01%	526
2017 Q1	$15K	Hold	319	–	–	0.01%	526
2016 Q4	$15K	Hold	319	–	–	0.01%	510
2016 Q3	$14K	Hold	319	–	–	0.01%	491
2016 Q2	$14K	Hold	319	–	–	0.01%	473
2016 Q1	$15K	Buy	319 +70	+28%	+$2.94K	0.01%	453
2015 Q4	$11K	Hold	249	–	–	0.01%	550
2015 Q3	$11K	Hold	249	–	–	0.01%	518
2015 Q2	$10K	Sell	249 -234	-48%	-$9.77K	0.01%	560
2015 Q1	$20K	Hold	483	–	–	0.01%	428
2014 Q4	$20K	Hold	483	–	–	0.01%	433
2014 Q3	$18K	Hold	483	–	–	0.01%	459
2014 Q2	$17K	Hold	483	–	–	0.01%	489
2014 Q1	$17K	Buy	483 +30	+7%	+$1.04K	0.01%	475
2013 Q4	$16K	Hold	453	–	–	0.01%	457
2013 Q3	$14K	Hold	453	–	–	0.01%	474
2013 Q2	$14K	Buy	+453	New	+$13.1K	0.01%	395

Other funds holding HIG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Hartford Financial Services (HIG) in Q3 2021, closing a stake of 215 shares — an estimated $13K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HIG in Q2 2013 and held it in 33 quarters. The position peaked at $20K in Q1 2015. 681 funds tracked by Wall St. Rank hold HIG as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Hartford Financial Services position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 215 Hartford Financial Services shares in Q3 2021, an estimated $13K.
Enterprise Financial Services Corp (EFSC) first reported a position in Hartford Financial Services in Q2 2013 and held it in 33 quarters.
Enterprise Financial Services Corp (EFSC)'s Hartford Financial Services position peaked at $20K in Q1 2015.
681 funds tracked by Wall St. Rank held Hartford Financial Services as of Q3 2021.

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