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Macroview Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Macroview Investment Management’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
Q4 		– Sell
-166
Closed -$8.51K – 223
2024
Q3 		$8.51K Buy
+166
New +$8.15K 0.01% 303
2023
Q2 		– Sell
-237
Closed -$10.6K – 524
2023
Q1 		$10.6K Buy
+237
New +$12.1K 0.02% 248
2022
Q2 		– Sell
-307
Closed -$15K – 457
2022
Q1 		$15K Buy
+307
New +$15.1K 0.02% 160

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Macroview Investment Management's EFSC Position: Q4 2024 in Review

Macroview Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q4 2024, closing a stake of 166 shares — an estimated $8.51K sold.

Macroview Investment Management first reported a position in EFSC in Q1 2022 and held it in 3 quarters. The position peaked at $15K in Q1 2022. 225 funds tracked by Wall St. Rank hold EFSC as of Q4 2024.

  • Macroview Investment Management reported no remaining Enterprise Financial Services Corp position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 166 Enterprise Financial Services Corp shares in Q4 2024, an estimated $8.51K.
  • Macroview Investment Management first reported a position in Enterprise Financial Services Corp in Q1 2022 and held it in 3 quarters.
  • Macroview Investment Management's Enterprise Financial Services Corp position peaked at $15K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.