Enterprise Financial Services Corp (EFSC)’s Marcus & Millichap MMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-166	Closed	-$4K	–	1328
2020 Q1	$4K	Sell	166 -273	-62%	-$9.18K	﹤0.01%	836
2019 Q4	$16K	Buy	439 +273	+164%	+$9.82K	﹤0.01%	624
2019 Q3	$6K	Hold	166	–	–	﹤0.01%	820
2019 Q2	$5K	Sell	166 -125	-43%	-$4.54K	﹤0.01%	892
2019 Q1	$12K	Hold	291	–	–	﹤0.01%	702
2018 Q4	$10K	Buy	291 +125	+75%	+$4.28K	0.01%	524
2018 Q3	$6K	Hold	166	–	–	﹤0.01%	700
2018 Q2	$6K	Hold	166	–	–	﹤0.01%	689
2018 Q1	$6K	Hold	166	–	–	﹤0.01%	696
2017 Q4	$5K	Buy	+166	New	+$4.94K	﹤0.01%	702

Other funds holding MMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Marcus & Millichap (MMI) in Q2 2020, closing a stake of 166 shares — an estimated $4K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in MMI in Q4 2017 and held it in 10 quarters. The position peaked at $16K in Q4 2019. 126 funds tracked by Wall St. Rank hold MMI as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Marcus & Millichap position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 166 Marcus & Millichap shares in Q2 2020, an estimated $4K.
Enterprise Financial Services Corp (EFSC) first reported a position in Marcus & Millichap in Q4 2017 and held it in 10 quarters.
Enterprise Financial Services Corp (EFSC)'s Marcus & Millichap position peaked at $16K in Q4 2019.
126 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2020.

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