EFSCE
PINC

Enterprise Financial Services Corp (EFSC)’s Premier PINC Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40
Closed -$1K – 987
2021
Q2 		$1K Buy
40
+23
+135% +$794 ﹤0.01% 1264
2021
Q1 		$1K Sell
17
-142
-89% -$4.92K ﹤0.01% 1299
2020
Q4 		$6K Buy
159
+85
+115% +$2.93K ﹤0.01% 847
2020
Q3 		$2K Sell
74
-143
-66% -$4.75K ﹤0.01% 1092
2020
Q2 		$7K Buy
+217
New +$7.13K ﹤0.01% 786

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Premier (PINC) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in PINC in Q2 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2020. 213 funds tracked by Wall St. Rank hold PINC as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Premier position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 40 Premier shares in Q3 2021, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Premier in Q2 2020 and held it in 5 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Premier position peaked at $7K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Premier as of Q3 2021.

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