EFSCE
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Enterprise Financial Services Corp (EFSC)’s W.R. Berkley WRB Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-27
Closed -$1K – 1224
2021
Q2 		$1K Hold
27
– – ﹤0.01% 1297
2021
Q1 		$1K Buy
+27
New +$833 ﹤0.01% 1331

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State Street
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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Enterprise Financial Services Corp (EFSC) sold out of W.R. Berkley (WRB) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WRB in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 512 funds tracked by Wall St. Rank hold WRB as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining W.R. Berkley position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 27 W.R. Berkley shares in Q3 2021, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in W.R. Berkley in Q1 2021 and held it in 2 quarters.
  • Enterprise Financial Services Corp (EFSC)'s W.R. Berkley position peaked at $1K in Q2 2021.
  • 512 funds tracked by Wall St. Rank held W.R. Berkley as of Q3 2021.

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