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EntryPoint Capital’s Enterprise Financial Services Corp EFSC Stock Holding History

EntryPoint Capital’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,927
Closed -$159K – 1083
2024
Q1 		$159K Buy
3,927
+1,831
+87% +$75K 0.14% 192
2023
Q4 		$93.6K Buy
+2,096
New +$81.9K 0.09% 412

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

EntryPoint Capital's EFSC Position: Q2 2024 in Review

EntryPoint Capital sold out of Enterprise Financial Services Corp (EFSC) in Q2 2024, closing a stake of 3,927 shares — an estimated $159K sold.

EntryPoint Capital first reported a position in EFSC in Q4 2023 and held it in 2 quarters. The position peaked at $159K in Q1 2024. 205 funds tracked by Wall St. Rank hold EFSC as of Q2 2024.

  • EntryPoint Capital reported no remaining Enterprise Financial Services Corp position as of Q2 2024 after selling out during the quarter.
  • EntryPoint Capital sold 3,927 Enterprise Financial Services Corp shares in Q2 2024, an estimated $159K.
  • EntryPoint Capital first reported a position in Enterprise Financial Services Corp in Q4 2023 and held it in 2 quarters.
  • EntryPoint Capital's Enterprise Financial Services Corp position peaked at $159K in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2024.

Based on EntryPoint Capital's 13F filing for Q2 2024, filed 13 Aug 2024.