Monarch Partners Asset Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Monarch Partners Asset 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
2021 Q4	–	Sell	-100,198	Closed	-$4.54M	–	165
2021 Q3	$4.54M	Sell	100,198 -11,178	-10%	-$501K	0.66%	64
2021 Q2	$5.17M	Sell	111,376 -45,570	-29%	-$2.23M	0.74%	59
2021 Q1	$7.76M	Buy	+156,946	New	+$6.61M	1.17%	24

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

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

WFC

Western Financial Corp San Diego, California $255M AUM 78.73% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Monarch Partners Asset Management's EFSC Position: Q4 2021 in Review

Monarch Partners Asset Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2021, closing a stake of 100,198 shares — an estimated $4.54M sold.

Monarch Partners Asset Management first reported a position in EFSC in Q1 2021 and held it in 3 quarters. The position peaked at $7.76M in Q1 2021. 189 funds tracked by Wall St. Rank hold EFSC as of Q4 2021.

Monarch Partners Asset Management reported no remaining Enterprise Financial Services Corp position as of Q4 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 100,198 Enterprise Financial Services Corp shares in Q4 2021, an estimated $4.54M.
Monarch Partners Asset Management first reported a position in Enterprise Financial Services Corp in Q1 2021 and held it in 3 quarters.
Monarch Partners Asset Management's Enterprise Financial Services Corp position peaked at $7.76M in Q1 2021.
189 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2021.

Based on Monarch Partners Asset Management's 13F filing for Q4 2021, filed 3 Feb 2022.