Susquehanna Fundamental Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

Susquehanna Fundamental Investments’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	-9,293	Closed	-$421K	–	1524
2021 Q3	$421K	Sell	9,293 -7,096	-43%	-$318K	0.01%	1279
2021 Q2	$760K	Sell	16,389 -7,128	-30%	-$349K	0.01%	981
2021 Q1	$1.16M	Sell	23,517 -1,030	-4%	-$43.4K	0.02%	828
2020 Q4	$858K	Buy	24,547 +6,852	+39%	+$224K	0.02%	914
2020 Q3	$483K	Buy	17,695 +4,995	+39%	+$148K	0.01%	889
2020 Q2	$395K	Buy	+12,700	New	+$369K	0.02%	674

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

Susquehanna Fundamental Investments's EFSC Position: Q4 2021 in Review

Susquehanna Fundamental Investments sold out of Enterprise Financial Services Corp (EFSC) in Q4 2021, closing a stake of 9,293 shares — an estimated $421K sold.

Susquehanna Fundamental Investments first reported a position in EFSC in Q2 2020 and held it in 6 quarters. The position peaked at $1.16M in Q1 2021. 189 funds tracked by Wall St. Rank hold EFSC as of Q4 2021.

Susquehanna Fundamental Investments reported no remaining Enterprise Financial Services Corp position as of Q4 2021 after selling out during the quarter.
Susquehanna Fundamental Investments sold 9,293 Enterprise Financial Services Corp shares in Q4 2021, an estimated $421K.
Susquehanna Fundamental Investments first reported a position in Enterprise Financial Services Corp in Q2 2020 and held it in 6 quarters.
Susquehanna Fundamental Investments's Enterprise Financial Services Corp position peaked at $1.16M in Q1 2021.
189 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2021.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2021, filed 14 Feb 2022.