Polar Capital Holdings’s Enterprise Financial Services Corp EFSC Stock Holding History

Polar Capital Holdings’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
2023 Q1	–	Sell	-107,318	Closed	-$5.25M	–	304
2022 Q4	$5.25M	Sell	107,318 -38,310	-26%	-$1.9M	0.04%	239
2022 Q3	$6.41K	Sell	145,628 -29,513	-17%	-$1.34M	0.04%	226
2022 Q2	$7.27K	Sell	175,141 -44,725	-20%	-$1.99M	0.04%	215
2022 Q1	$10.4K	Buy	219,866 +23,997	+12%	+$1.18M	0.05%	227
2021 Q4	$9.22K	Sell	195,869 -24,828	-11%	-$1.18M	0.03%	232
2021 Q3	$9.99K	Buy	220,697 +80,668	+58%	+$3.61M	0.04%	231
2021 Q2	$6.5K	Buy	140,029 +24,888	+22%	+$1.22M	0.03%	260
2021 Q1	$5.69M	Buy	115,141 +24,734	+27%	+$1.04M	0.04%	243
2020 Q4	$3.16M	Buy	+90,407	New	+$2.96M	0.02%	271

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

PCA

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

Polar Capital Holdings's EFSC Position: Q1 2023 in Review

Polar Capital Holdings sold out of Enterprise Financial Services Corp (EFSC) in Q1 2023, closing a stake of 107,318 shares — an estimated $5.25M sold.

Polar Capital Holdings first reported a position in EFSC in Q4 2020 and held it in 9 quarters. The position peaked at $5.69M in Q1 2021. 222 funds tracked by Wall St. Rank hold EFSC as of Q1 2023.

Polar Capital Holdings reported no remaining Enterprise Financial Services Corp position as of Q1 2023 after selling out during the quarter.
Polar Capital Holdings sold 107,318 Enterprise Financial Services Corp shares in Q1 2023, an estimated $5.25M.
Polar Capital Holdings first reported a position in Enterprise Financial Services Corp in Q4 2020 and held it in 9 quarters.
Polar Capital Holdings's Enterprise Financial Services Corp position peaked at $5.69M in Q1 2021.
222 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2023.

Based on Polar Capital Holdings's 13F filing for Q1 2023, filed 15 May 2023.