Enterprise Financial Services Corp (EFSC)’s White Mountains Insurance WTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1	Closed	-$1K	–	1376
2020 Q1	$1K	Buy	+1	New	+$1.03K	﹤0.01%	1242
2017 Q4	–	Sell	-4	Closed	-$3K	–	937
2017 Q3	$3K	Hold	4	–	–	﹤0.01%	790
2017 Q2	$3K	Hold	4	–	–	﹤0.01%	800
2017 Q1	$4K	Hold	4	–	–	﹤0.01%	819
2016 Q4	$3K	Buy	+4	New	+$3.35K	﹤0.01%	874
2016 Q2	–	Sell	-12	Closed	-$10K	–	1049
2016 Q1	$10K	Hold	12	–	–	0.01%	546
2015 Q4	$9K	Sell	12 -9	-43%	-$6.89K	0.01%	599
2015 Q3	$16K	Hold	21	–	–	0.01%	444
2015 Q2	$14K	Hold	21	–	–	0.01%	490
2015 Q1	$14K	Hold	21	–	–	0.01%	517
2014 Q4	$13K	Sell	21 -1	-5%	-$636	0.01%	543
2014 Q3	$14K	Buy	22 +21	+2,100%	+$13.1K	0.01%	521
2014 Q2	$1K	Sell	1 -5	-83%	-$2.98K	﹤0.01%	1206
2014 Q1	$4K	Buy	6 +2	+50%	+$1.17K	﹤0.01%	897
2013 Q4	$2K	Hold	4	–	–	﹤0.01%	1025
2013 Q3	$2K	Hold	4	–	–	﹤0.01%	1027
2013 Q2	$2K	Buy	+4	New	+$2.33K	﹤0.01%	874

Other funds holding WTM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s WTM Position: Q2 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of White Mountains Insurance (WTM) in Q2 2020, closing a stake of 1 share — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in WTM in Q2 2013 and held it in 17 quarters. The position peaked at $16K in Q3 2015. 208 funds tracked by Wall St. Rank hold WTM as of Q2 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining White Mountains Insurance position as of Q2 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 1 White Mountains Insurance share in Q2 2020, an estimated $1K.
Enterprise Financial Services Corp (EFSC) first reported a position in White Mountains Insurance in Q2 2013 and held it in 17 quarters.
Enterprise Financial Services Corp (EFSC)'s White Mountains Insurance position peaked at $16K in Q3 2015.
208 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q2 2020, filed 4 Aug 2020.