EFSCE
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Enterprise Financial Services Corp (EFSC)’s Heritage Insurance Holdings HRTG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-388
Closed -$4K – 1326
2020
Q3 		$4K Buy
+388
New +$4.8K ﹤0.01% 888

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RA
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LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s HRTG Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Heritage Insurance Holdings (HRTG) in Q4 2020, closing a stake of 388 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in HRTG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 114 funds tracked by Wall St. Rank hold HRTG as of Q4 2020.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Heritage Insurance Holdings position as of Q4 2020 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 388 Heritage Insurance Holdings shares in Q4 2020, an estimated $4K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Heritage Insurance Holdings in Q3 2020 and held it in 1 quarter.
  • Enterprise Financial Services Corp (EFSC)'s Heritage Insurance Holdings position peaked at $4K in Q3 2020.
  • 114 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.