EFSCE
HOUS

Enterprise Financial Services Corp (EFSC)’s Anywhere Real Estate HOUS Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio HOUS Stock Details HOUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-197
Closed -$3K – 1200
2018
Q4 		$3K Buy
+197
New +$3.59K ﹤0.01% 765
2018
Q3 		– Sell
-194
Closed -$4K – 1040
2018
Q2 		$4K Buy
+194
New +$4.83K ﹤0.01% 767
2016
Q1 		– Sell
-40
Closed -$1K – 1091
2015
Q4 		$1K Hold
40
– – ﹤0.01% 1032
2015
Q3 		$2K Hold
40
– – ﹤0.01% 893
2015
Q2 		$2K Hold
40
– – ﹤0.01% 902
2015
Q1 		$2K Hold
40
– – ﹤0.01% 999
2014
Q4 		$2K Hold
40
– – ﹤0.01% 1029
2014
Q3 		$1K Hold
40
– – ﹤0.01% 1141
2014
Q2 		$2K Sell
40
-280
-88% -$10.9K ﹤0.01% 1052
2014
Q1 		$14K Hold
320
– – 0.01% 518
2013
Q4 		$16K Buy
+320
New +$14.5K 0.01% 458

Other funds holding HOUS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return