Enterprise Financial Services Corp (EFSC)’s Healthcare Realty HR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-438	Closed	-$11K	–	1314
2020 Q1	$11K	Hold	438	–	–	﹤0.01%	621
2019 Q4	$13K	Hold	438	–	–	﹤0.01%	677
2019 Q3	$13K	Hold	438	–	–	﹤0.01%	662
2019 Q2	$12K	Hold	438	–	–	﹤0.01%	696
2019 Q1	$13K	Sell	438 -112	-20%	-$3.12K	﹤0.01%	678
2018 Q4	$14K	Buy	550 +234	+74%	+$6.2K	0.01%	448
2018 Q3	$8K	Hold	316	–	–	﹤0.01%	637
2018 Q2	$9K	Buy	+316	New	+$8.04K	﹤0.01%	609

Other funds holding HR

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HR Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Healthcare Realty (HR) in Q2 2020, closing a stake of 438 shares — an estimated $11K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HR in Q2 2018 and held it in 8 quarters. The position peaked at $14K in Q4 2018. 335 funds tracked by Wall St. Rank hold HR as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Healthcare Realty position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 438 Healthcare Realty shares in Q2 2020, an estimated $11K.
Enterprise Financial Services Corp (EFSC) first reported a position in Healthcare Realty in Q2 2018 and held it in 8 quarters.
Enterprise Financial Services Corp (EFSC)'s Healthcare Realty position peaked at $14K in Q4 2018.
335 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.