Kings Point Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Kings Point Capital Management’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
2022 Q1	$227K	Hold	4,800	–	–	0.02%	192
2021 Q4	$226K	Hold	4,800	–	–	0.02%	215
2021 Q3	$217K	Hold	4,800	–	–	0.02%	200
2021 Q2	$223K	Hold	4,800	–	–	0.02%	207
2021 Q1	$237K	Hold	4,800	–	–	0.02%	187
2020 Q4	$168K	Hold	4,800	–	–	0.02%	200
2020 Q3	$131K	Hold	4,800	–	–	0.02%	209
2020 Q2	$149K	Hold	4,800	–	–	0.02%	183
2020 Q1	$134K	Hold	4,800	–	–	0.02%	183
2019 Q4	$231K	Sell	4,800 -4,800	-50%	-$213K	0.03%	168
2019 Q3	$391K	Hold	9,600	–	–	0.07%	130
2019 Q2	$399K	Hold	9,600	–	–	0.07%	112
2019 Q1	$391K	Hold	9,600	–	–	0.08%	109
2018 Q4	$361K	Hold	9,600	–	–	0.08%	110
2018 Q3	$509K	Hold	9,600	–	–	0.09%	110
2018 Q2	$518K	Hold	9,600	–	–	0.1%	108
2018 Q1	$450K	Hold	9,600	–	–	0.09%	114
2017 Q4	$433K	Hold	9,600	–	–	0.09%	113
2017 Q3	$407K	Hold	9,600	–	–	0.09%	114
2017 Q2	$392K	Hold	9,600	–	–	0.09%	111
2017 Q1	$407K	Hold	9,600	–	–	0.1%	106
2016 Q4	$413K	Hold	9,600	–	–	0.1%	102
2016 Q3	$300K	Hold	9,600	–	–	0.08%	99
2016 Q2	$268K	Hold	9,600	–	–	0.07%	104
2016 Q1	$260K	Buy	+9,600	New	+$262K	0.07%	102

Other funds holding EFSC

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Kings Point Capital Management's EFSC Position: Q1 2022 in Review

Kings Point Capital Management held its Enterprise Financial Services Corp (EFSC) position steady in Q1 2022 at 4,800 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #192.

Kings Point Capital Management first reported a position in EFSC in Q1 2016 and has held it in 25 quarters since. The position peaked at $518K in Q2 2018. 195 funds tracked by Wall St. Rank hold EFSC as of Q1 2022.

Kings Point Capital Management held 4,800 shares of Enterprise Financial Services Corp worth $227K as of Q1 2022.
Kings Point Capital Management left its Enterprise Financial Services Corp share count unchanged in Q1 2022.
Enterprise Financial Services Corp made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #192 holding.
Kings Point Capital Management first reported a position in Enterprise Financial Services Corp in Q1 2016 and has held it in 25 quarters since.
Kings Point Capital Management's Enterprise Financial Services Corp position peaked at $518K in Q2 2018.
195 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.