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

Polar Capital’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
2020 Q3	$2.28M	Buy	83,640 +13,249	+19%	+$392K	0.02%	240
2020 Q2	$2.19M	Sell	70,391 -23,032	-25%	-$669K	0.02%	230
2020 Q1	$2.61M	Sell	93,423 -61,325	-40%	-$2.46M	0.03%	237
2019 Q4	$7.46M	Buy	154,748 +18,098	+13%	+$803K	0.06%	215
2019 Q3	$5.57M	Buy	136,650 +42,091	+45%	+$1.7M	0.05%	226
2019 Q2	$3.93M	Buy	94,559 +33,452	+55%	+$1.4M	0.03%	239
2019 Q1	$2.49M	Buy	61,107 +53,223	+675%	+$2.29M	0.02%	239
2018 Q4	$297K	Sell	7,884 -1,787	-18%	-$79.5K	﹤0.01%	252
2018 Q3	$513K	Sell	9,671 -2,782	-22%	-$155K	﹤0.01%	263
2018 Q2	$672K	Sell	12,453 -6,939	-36%	-$363K	﹤0.01%	252
2018 Q1	$909K	Buy	19,392 +1,149	+6%	+$54.9K	0.01%	251
2017 Q4	$824K	Buy	+18,243	New	+$798K	0.01%	246

Other funds holding EFSC

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Polar Capital's EFSC Position: Q3 2020 in Review

Polar Capital increased its Enterprise Financial Services Corp (EFSC) stake by 19% in Q3 2020, buying an estimated $392K and bringing the position to 83,640 shares worth $2.28M. The position accounts for 0.02% of the portfolio, ranked #240.

Polar Capital first reported a position in EFSC in Q4 2017 and has held it in 12 quarters since. The position peaked at $7.46M in Q4 2019. 158 funds tracked by Wall St. Rank hold EFSC as of Q3 2020.

Polar Capital held 83,640 shares of Enterprise Financial Services Corp worth $2.28M as of Q3 2020.
Polar Capital bought 13,249 Enterprise Financial Services Corp shares in Q3 2020, an estimated $392K.
Enterprise Financial Services Corp made up 0.02% of Polar Capital's portfolio in Q3 2020, its #240 holding.
Polar Capital first reported a position in Enterprise Financial Services Corp in Q4 2017 and has held it in 12 quarters since.
Polar Capital's Enterprise Financial Services Corp position peaked at $7.46M in Q4 2019.
158 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.