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Weld Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Weld Capital Management’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
Q1 		– Sell
-9,344
Closed -$450K – 507
2019
Q4 		$450K Buy
+9,344
New +$415K 0.09% 383
2019
Q3 		– Sell
-5,551
Closed -$231K – 820
2019
Q2 		$231K Buy
+5,551
New +$232K 0.04% 614

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $552B AUM 44.19% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Weld Capital Management's EFSC Position: Q1 2020 in Review

Weld Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2020, closing a stake of 9,344 shares — an estimated $450K sold.

Weld Capital Management first reported a position in EFSC in Q2 2019 and held it in 2 quarters. The position peaked at $450K in Q4 2019. 145 funds tracked by Wall St. Rank hold EFSC as of Q1 2020.

  • Weld Capital Management reported no remaining Enterprise Financial Services Corp position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 9,344 Enterprise Financial Services Corp shares in Q1 2020, an estimated $450K.
  • Weld Capital Management first reported a position in Enterprise Financial Services Corp in Q2 2019 and held it in 2 quarters.
  • Weld Capital Management's Enterprise Financial Services Corp position peaked at $450K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.