WG
EFSC icon

Winton Group’s Enterprise Financial Services Corp EFSC Stock Holding History

Winton Group’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
Q4 		– Sell
-12,078
Closed -$329K – 1361
2020
Q3 		$329K Sell
12,078
-9,509
-44% -$281K 0.01% 1217
2020
Q2 		$672K Sell
21,587
-2,951
-12% -$85.7K 0.02% 1117
2020
Q1 		$685K Buy
24,538
+9,053
+58% +$364K 0.02% 940
2019
Q4 		$747K Sell
15,485
-8,394
-35% -$373K 0.01% 1134
2019
Q3 		$973K Buy
23,879
+13,989
+141% +$564K 0.01% 845
2019
Q2 		$411K Sell
9,890
-3,404
-26% -$142K 0.01% 753
2019
Q1 		$542K Sell
13,294
-3,297
-20% -$142K 0.01% 539
2018
Q4 		$624K Sell
16,591
-6,726
-29% -$299K 0.01% 430
2018
Q3 		$1.24M Buy
23,317
+1,866
+9% +$104K 0.03% 366
2018
Q2 		$1.16M Sell
21,451
-11,512
-35% -$602K 0.03% 396
2018
Q1 		$1.55M Buy
+32,963
New +$1.57M 0.04% 383

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 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

Winton Group's EFSC Position: Q4 2020 in Review

Winton Group sold out of Enterprise Financial Services Corp (EFSC) in Q4 2020, closing a stake of 12,078 shares — an estimated $329K sold.

Winton Group first reported a position in EFSC in Q1 2018 and held it in 11 quarters. The position peaked at $1.55M in Q1 2018. 165 funds tracked by Wall St. Rank hold EFSC as of Q4 2020.

  • Winton Group reported no remaining Enterprise Financial Services Corp position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 12,078 Enterprise Financial Services Corp shares in Q4 2020, an estimated $329K.
  • Winton Group first reported a position in Enterprise Financial Services Corp in Q1 2018 and held it in 11 quarters.
  • Winton Group's Enterprise Financial Services Corp position peaked at $1.55M in Q1 2018.
  • 165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.