Current Value of Holding

$0

Shares

0

% of Portfolio

0.00%

Average Buy Price

$56.3

Avg closing price
Price range

48 Jim Simons Enterprise Financial Services Trades

The first Enterprise Financial Services trade was made in Q3 2013. Since then Jim Simons bought shares 24 more times and sold shares on 23 occasions. The investor completely sold their stake between Q2 2025 and Q3 2025.

Avg closing price
Price range
Sold -20.7k shares Q3 2025
Avg closing price $58.19
Price range $53.81 - $61.68
Sold 9.2% shares (-2.1k shares) Q2 2025
Avg closing price $52.12
Price range $46.20 - $55.78
Increased shares by 20.0% (+3.8k shares) Q1 2025
Avg closing price $57.60
Price range $53.74 - $61.95
New holding (+19k shares) Q4 2024
Avg closing price $56.08
Price range $49.00 - $61.38
Sold -49.5k shares Q3 2024
Avg closing price $49.04
Price range $38.94 - $54.00
Increased shares by 164.6% (+30.8k shares) Q2 2024
Avg closing price $38.86
Price range $37.54 - $40.91
Increased shares by 175.1% (+11.9k shares) Q1 2024
Avg closing price $40.97
Price range $37.57 - $45.11
Sold 68.7% shares (-15k shares) Q4 2023
Avg closing price $39.07
Price range $33.59 - $45.59
Sold 1.1% shares (-250 shares) Q3 2023
Avg closing price $39.90
Price range $36.94 - $44.06
Sold 18.5% shares (-5k shares) Q2 2023
Avg closing price $41.35
Price range $37.61 - $44.52
Sold 8.5% shares (-2.5k shares) Q1 2023
Avg closing price $51.13
Price range $44.35 - $55.83
Increased shares by 25.5% (+6k shares) Q4 2022
Avg closing price $49.67
Price range $44.69 - $53.57
Sold 22.4% shares (-6.8k shares) Q3 2022
Avg closing price $45.47
Price range $40.22 - $49.69
New holding (+30.3k shares) Q2 2022
Avg closing price $44.54
Price range $41.50 - $48.00
Sold -21.1k shares Q1 2022
Avg closing price $49.05
Price range $46.57 - $51.33
New holding (+21.1k shares) Q4 2021
Avg closing price $47.72
Price range $45.79 - $49.52
Sold -98.8k shares Q2 2021
Avg closing price $48.96
Price range $46.10 - $50.71
Sold 52.2% shares (-108k shares) Q1 2021
Avg closing price $42.11
Price range $34.63 - $51.59
Sold 31.2% shares (-93.6k shares) Q4 2020
Avg closing price $32.71
Price range $27.64 - $36.73
Sold 22.0% shares (-84.6k shares) Q3 2020
Avg closing price $29.58
Price range $25.40 - $33.30

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