Enterprise Financial Services Corp (EFSC)’s Sun Communities SUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,743	Closed	-$323K	–	452
2021 Q3	$323K	Buy	1,743 +1,340	+333%	+$259K	0.04%	237
2021 Q2	$69K	Hold	403	–	–	0.01%	331
2021 Q1	$60K	Buy	403 +16	+4%	+$2.36K	0.01%	372
2020 Q4	$59K	Buy	387 +5	+1%	+$724	0.01%	357
2020 Q3	$54K	Hold	382	–	–	0.01%	369
2020 Q2	$52K	Hold	382	–	–	0.01%	365
2020 Q1	$48K	Hold	382	–	–	0.01%	358
2019 Q4	$57K	Hold	382	–	–	0.01%	390
2019 Q3	$57K	Hold	382	–	–	0.01%	372
2019 Q2	$49K	Hold	382	–	–	0.01%	415
2019 Q1	$45K	Hold	382	–	–	0.01%	429
2018 Q4	$39K	Sell	382 -18	-5%	-$1.83K	0.02%	269
2018 Q3	$41K	Buy	400 +18	+5%	+$1.8K	0.02%	313
2018 Q2	$37K	Buy	382 +57	+18%	+$5.36K	0.02%	344
2018 Q1	$30K	Buy	325 +30	+10%	+$2.65K	0.02%	385
2017 Q4	$27K	Hold	295	–	–	0.01%	396
2017 Q3	$25K	Hold	295	–	–	0.01%	401
2017 Q2	$26K	Buy	+295	New	+$25.3K	0.01%	397
2013 Q3	–	Sell	-20	Closed	-$1K	–	1272
2013 Q2	$1K	Buy	+20	New	+$1.01K	﹤0.01%	1018

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SUI Position: Q4 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Sun Communities (SUI) in Q4 2021, closing a stake of 1,743 shares — an estimated $323K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SUI in Q2 2013 and held it in 19 quarters. The position peaked at $323K in Q3 2021. 526 funds tracked by Wall St. Rank hold SUI as of Q4 2021.

Enterprise Financial Services Corp (EFSC) reported no remaining Sun Communities position as of Q4 2021 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1,743 Sun Communities shares in Q4 2021, an estimated $323K.
Enterprise Financial Services Corp (EFSC) first reported a position in Sun Communities in Q2 2013 and held it in 19 quarters.
Enterprise Financial Services Corp (EFSC)'s Sun Communities position peaked at $323K in Q3 2021.
526 funds tracked by Wall St. Rank held Sun Communities as of Q4 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2021, filed 14 Feb 2022.