EFSCE
Y

Enterprise Financial Services Corp (EFSC)’s Alleghany Corp Y Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed -$1K – 1422
2020
Q4 		$1K Buy
+2
New +$1.17K ﹤0.01% 1283
2015
Q4 		– Sell
-13
Closed -$6K – 1167
2015
Q3 		$6K Hold
13
– – ﹤0.01% 677
2015
Q2 		$6K Sell
13
-11
-46% -$5.29K ﹤0.01% 691
2015
Q1 		$11K Buy
24
+21
+700% +$9.82K 0.01% 597
2014
Q4 		$1K Hold
3
– – ﹤0.01% 1232
2014
Q3 		$1K Sell
3
-4
-57% -$1.71K ﹤0.01% 1205
2014
Q2 		$3K Buy
7
+4
+133% +$1.67K ﹤0.01% 980
2014
Q1 		$1K Sell
3
-7
-70% -$2.71K ﹤0.01% 1242
2013
Q4 		$4K Hold
10
– – ﹤0.01% 855
2013
Q3 		$4K Buy
+10
New +$3.99K ﹤0.01% 832

Other funds holding Y

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return