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

Patriot Financial 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
2021 Q4	–	Sell	-406,384	Closed	-$18.4M	–	14
2021 Q3	$18.4M	Sell	406,384 -130,000	-24%	-$5.82M	4.89%	9
2021 Q2	$24.9M	Sell	536,384 -10,000	-2%	-$490K	8.49%	4
2021 Q1	$27M	Sell	546,384 -150,000	-22%	-$6.32M	8.85%	4
2020 Q4	$24.3M	Sell	696,384 -250,000	-26%	-$8.18M	10.43%	4
2020 Q3	$25.8M	Hold	946,384	–	–	14.35%	1
2020 Q2	$29.5M	Hold	946,384	–	–	15.24%	2
2020 Q1	$26.4M	Hold	946,384	–	–	15.64%	3
2019 Q4	$45.6M	Sell	946,384 -50,000	-5%	-$2.22M	16.38%	2
2019 Q3	$40.6M	Hold	996,384	–	–	14.26%	3
2019 Q2	$41.5M	Hold	996,384	–	–	16.38%	1
2019 Q1	$40.6M	Buy	+996,384	New	+$42.8M	18.19%	1

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 $341M AUM 130.58% 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

Patriot Financial Partners's EFSC Position: Q4 2021 in Review

Patriot Financial Partners sold out of Enterprise Financial Services Corp (EFSC) in Q4 2021, closing a stake of 406,384 shares — an estimated $18.4M sold.

Patriot Financial Partners first reported a position in EFSC in Q1 2019 and held it in 11 quarters. The position peaked at $45.6M in Q4 2019. 189 funds tracked by Wall St. Rank hold EFSC as of Q4 2021.

Patriot Financial Partners reported no remaining Enterprise Financial Services Corp position as of Q4 2021 after selling out during the quarter.
Patriot Financial Partners sold 406,384 Enterprise Financial Services Corp shares in Q4 2021, an estimated $18.4M.
Patriot Financial Partners first reported a position in Enterprise Financial Services Corp in Q1 2019 and held it in 11 quarters.
Patriot Financial Partners's Enterprise Financial Services Corp position peaked at $45.6M in Q4 2019.
189 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2021.

Based on Patriot Financial Partners's 13F filing for Q4 2021, filed 3 Feb 2022.