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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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.