SEC 13F Intelligence

Western Financial Corp / EFSC

Western Financial Corp’s Enterprise Finl Svcs Corp Position

Does Western Financial Corp own Enterprise Finl Svcs Corp (EFSC)? Yes — 828.4K shares worth $36M (+25.51% of its 13F portfolio) as of Q3 2022, down from 838.2K shares the prior filed quarter.

Position Value
$36M
Q3 2022
Shares
828.4K
% of Portfolio
+25.51%
Quarters Held
8
currently held

Position History EFSC

Reported value by quarter
Q4 ’20: $31MQ4 ’20Q1 ’21: $42MQ1 ’21Q2 ’21: $36MQ2 ’21Q3 ’21: $36MQ3 ’21Q4 ’21: $41MQ4 ’21Q1 ’22: $40MQ1 ’22Q2 ’22: $35MQ2 ’22Q3 ’22: $36MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022828.4K$36M+25.51%
Q2 2022838.2K$35M+24.72%
Q1 2022855.2K$40M+23.49%
Q4 2021880.3K$41M+21.75%
Q3 2021805.6K$36M+21.63%
Q2 2021770.8K$36M+19.32%
Q1 2021841.7K$42M+25.41%
Q4 2020888.1K$31M+20.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Western Financial Corp’s full portfolio or all institutional holders of EFSC.