Enterprise Financial Services Corp (EFSC)’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-83	Closed	-$11K	–	986
2021 Q2	$11K	Hold	83	–	–	﹤0.01%	733
2021 Q1	$11K	Buy	+83	New	+$10.1K	﹤0.01%	751
2018 Q4	–	Sell	-29	Closed	-$3K	–	1044
2018 Q3	$3K	Buy	+29	New	+$3.24K	﹤0.01%	851
2017 Q1	–	Sell	-72	Closed	-$6K	–	1089
2016 Q4	$6K	Hold	72	–	–	﹤0.01%	721
2016 Q3	$6K	Hold	72	–	–	﹤0.01%	701
2016 Q2	$6K	Hold	72	–	–	﹤0.01%	677
2016 Q1	$7K	Sell	72 -54	-43%	-$4.68K	﹤0.01%	632
2015 Q4	$11K	Buy	126 +71	+129%	+$7.53K	0.01%	558
2015 Q3	$7K	Hold	55	–	–	﹤0.01%	640
2015 Q2	$8K	Sell	55 -28	-34%	-$4.03K	﹤0.01%	618
2015 Q1	$12K	Hold	83	–	–	0.01%	568
2014 Q4	$13K	Hold	83	–	–	0.01%	539
2014 Q3	$12K	Hold	83	–	–	0.01%	553
2014 Q2	$11K	Sell	83 -39	-32%	-$5.17K	0.01%	601
2014 Q1	$17K	Buy	122 +29	+31%	+$3.91K	0.01%	480
2013 Q4	$14K	Hold	93	–	–	0.01%	493
2013 Q3	$12K	Buy	93 +26	+39%	+$2.92K	0.01%	511
2013 Q2	$6K	Buy	+67	New	+$6.06K	﹤0.01%	588

Other funds holding PII

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Polaris (PII) in Q3 2021, closing a stake of 83 shares — an estimated $11K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in PII in Q2 2013 and held it in 18 quarters. The position peaked at $17K in Q1 2014. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 83 Polaris shares in Q3 2021, an estimated $11K.
Enterprise Financial Services Corp (EFSC) first reported a position in Polaris in Q2 2013 and held it in 18 quarters.
Enterprise Financial Services Corp (EFSC)'s Polaris position peaked at $17K in Q1 2014.
477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

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