EFSCE
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Enterprise Financial Services Corp (EFSC)’s Carlyle Group CG Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,677
Closed -$337K – 149
2024
Q4 		$337K Sell
6,677
-53
-0.8% -$2.69K 0.19% 104
2024
Q3 		$290K Sell
6,730
-50
-0.7% -$2.1K 0.17% 115
2024
Q2 		$272K Sell
6,780
-160
-2% -$6.91K 0.17% 121
2024
Q1 		$326K Sell
6,940
-252
-4% -$10.9K 0.2% 109
2023
Q4 		$293K Sell
7,192
-120
-2% -$3.95K 0.18% 121
2023
Q3 		$221K Sell
7,312
-20
-0.3% -$644 0.15% 138
2023
Q2 		$234K Sell
7,332
-1,346
-16% -$39.3K 0.15% 143
2023
Q1 		$270K Buy
+8,678
New +$290K 0.18% 123

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s CG Position: Q1 2025 in Review

Enterprise Financial Services Corp (EFSC) sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 6,677 shares — an estimated $337K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in CG in Q1 2023 and held it in 8 quarters. The position peaked at $337K in Q4 2024. 530 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 6,677 Carlyle Group shares in Q1 2025, an estimated $337K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Carlyle Group in Q1 2023 and held it in 8 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Carlyle Group position peaked at $337K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2025, filed 14 May 2025.