Enterprise Financial Services Corp (EFSC)’s Pearson PSO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-189	Closed	-$2K	–	1002
2021 Q2	$2K	Buy	+189	New	+$2.21K	﹤0.01%	1154
2020 Q4	–	Sell	-165	Closed	-$1K	–	1344
2020 Q3	$1K	Hold	165	–	–	﹤0.01%	1203
2020 Q2	$1K	Sell	165 -625	-79%	-$3.9K	﹤0.01%	1214
2020 Q1	$5K	Buy	790 +423	+115%	+$3.08K	﹤0.01%	801
2019 Q4	$3K	Sell	367 -75	-17%	-$645	﹤0.01%	948
2019 Q3	$4K	Hold	442	–	–	﹤0.01%	891
2019 Q2	$5K	Hold	442	–	–	﹤0.01%	897
2019 Q1	$5K	Hold	442	–	–	﹤0.01%	915
2018 Q4	$5K	Hold	442	–	–	﹤0.01%	665
2018 Q3	$5K	Hold	442	–	–	﹤0.01%	746
2018 Q2	$5K	Hold	442	–	–	﹤0.01%	735
2018 Q1	$5K	Buy	+442	New	+$4.4K	﹤0.01%	725
2017 Q1	–	Sell	-272	Closed	-$3K	–	1090
2016 Q4	$3K	Buy	+272	New	+$2.63K	﹤0.01%	858
2015 Q4	–	Sell	-579	Closed	-$10K	–	1146
2015 Q3	$10K	Buy	579 +346	+148%	+$6.25K	0.01%	544
2015 Q2	$4K	Hold	233	–	–	﹤0.01%	779
2015 Q1	$5K	Hold	233	–	–	﹤0.01%	820
2014 Q4	$4K	Hold	233	–	–	﹤0.01%	873
2014 Q3	$5K	Hold	233	–	–	﹤0.01%	788
2014 Q2	$5K	Hold	233	–	–	﹤0.01%	821
2014 Q1	$4K	Hold	233	–	–	﹤0.01%	883
2013 Q4	$5K	Hold	233	–	–	﹤0.01%	777
2013 Q3	$5K	Hold	233	–	–	﹤0.01%	767
2013 Q2	$4K	Buy	+233	New	+$4.23K	﹤0.01%	694

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

13D Management New York $64.5M AUM 38.54% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of Pearson (PSO) in Q3 2021, closing a stake of 189 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in PSO in Q2 2013 and held it in 23 quarters. The position peaked at $10K in Q3 2015. 94 funds tracked by Wall St. Rank hold PSO as of Q3 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Pearson position as of Q3 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 189 Pearson shares in Q3 2021, an estimated $2K.
Enterprise Financial Services Corp (EFSC) first reported a position in Pearson in Q2 2013 and held it in 23 quarters.
Enterprise Financial Services Corp (EFSC)'s Pearson position peaked at $10K in Q3 2015.
94 funds tracked by Wall St. Rank held Pearson as of Q3 2021.

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