Great Lakes Advisors
EFSC icon

Great Lakes Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Great Lakes Advisors’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
Q2 		– Sell
-75,791
Closed -$3.07M – 850
2024
Q1 		$3.07M Sell
75,791
-23,266
-23% -$953K 0.03% 413
2023
Q4 		$4.42M Sell
99,057
-26,731
-21% -$1.04M 0.04% 341
2023
Q3 		$4.72M Buy
125,788
+13,321
+12% +$532K 0.04% 324
2023
Q2 		$4.4M Sell
112,467
-22,912
-17% -$947K 0.04% 352
2023
Q1 		$6.04M Buy
+135,379
New +$6.92M 0.05% 329

Other funds holding EFSC

BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Great Lakes Advisors's EFSC Position: Q2 2024 in Review

Great Lakes Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q2 2024, closing a stake of 75,791 shares — an estimated $3.07M sold.

Great Lakes Advisors first reported a position in EFSC in Q1 2023 and held it in 5 quarters. The position peaked at $6.04M in Q1 2023. 205 funds tracked by Wall St. Rank hold EFSC as of Q2 2024.

  • Great Lakes Advisors reported no remaining Enterprise Financial Services Corp position as of Q2 2024 after selling out during the quarter.
  • Great Lakes Advisors sold 75,791 Enterprise Financial Services Corp shares in Q2 2024, an estimated $3.07M.
  • Great Lakes Advisors first reported a position in Enterprise Financial Services Corp in Q1 2023 and held it in 5 quarters.
  • Great Lakes Advisors's Enterprise Financial Services Corp position peaked at $6.04M in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2024.

Based on Great Lakes Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.