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

Ziegler 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
2024 Q1	$9.12M	Buy	224,960 +124,687	+124%	+$5.11M	0.35%	92
2023 Q4	$4.48M	Sell	100,273 -57,260	-36%	-$2.24M	0.2%	114
2023 Q3	$5.91M	Sell	157,533 -1,991	-1%	-$79.4K	0.24%	149
2023 Q2	$6.24M	Buy	159,524 +7,533	+5%	+$312K	0.24%	150
2023 Q1	$6.78M	Buy	151,991 +41,060	+37%	+$2.1M	0.27%	140
2022 Q4	$5.43M	Buy	+110,931	New	+$5.51M	0.23%	157

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ziegler Capital Management's EFSC Position: Q1 2024 in Review

Ziegler Capital Management increased its Enterprise Financial Services Corp (EFSC) stake by 124% in Q1 2024, buying an estimated $5.11M and bringing the position to 224,960 shares worth $9.12M. The position accounts for 0.35% of the portfolio, ranked #92.

Ziegler Capital Management first reported a position in EFSC in Q4 2022 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

Ziegler Capital Management held 224,960 shares of Enterprise Financial Services Corp worth $9.12M as of Q1 2024.
Ziegler Capital Management bought 124,687 Enterprise Financial Services Corp shares in Q1 2024, an estimated $5.11M.
Enterprise Financial Services Corp made up 0.35% of Ziegler Capital Management's portfolio in Q1 2024, its #92 holding.
Ziegler Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2022 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.