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

Other funds holding CG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return