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Paloma Partners’s Enterprise Financial Services Corp EFSC Stock Holding History

Paloma Partners’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 		– Sell
-5,327
Closed -$251K – 1890
2021
Q4 		$251K Buy
+5,327
New +$254K ﹤0.01% 1500
2018
Q1 		– Sell
-5,300
Closed -$239K – 2024
2017
Q4 		$239K Buy
+5,300
New +$232K ﹤0.01% 1641

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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

Paloma Partners's EFSC Position: Q1 2022 in Review

Paloma Partners sold out of Enterprise Financial Services Corp (EFSC) in Q1 2022, closing a stake of 5,327 shares — an estimated $251K sold.

Paloma Partners first reported a position in EFSC in Q4 2017 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 195 funds tracked by Wall St. Rank hold EFSC as of Q1 2022.

  • Paloma Partners reported no remaining Enterprise Financial Services Corp position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 5,327 Enterprise Financial Services Corp shares in Q1 2022, an estimated $251K.
  • Paloma Partners first reported a position in Enterprise Financial Services Corp in Q4 2017 and held it in 2 quarters.
  • Paloma Partners's Enterprise Financial Services Corp position peaked at $251K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.