MFIMFI
EFSC icon

Mesirow Financial Investment Management - Fixed Income’s Enterprise Financial Services Corp EFSC Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2022
Q3 		– Sell
-173,907
Closed -$7.22M – 42
2022
Q2 		$7.22M Sell
173,907
-8,240
-5% -$367K 0.92% 55
2022
Q1 		$8.62M Buy
182,147
+7,770
+4% +$381K 0.95% 49
2021
Q4 		$8.21M Sell
174,377
-50,335
-22% -$2.4M 0.9% 58
2021
Q3 		$10.2M Sell
224,712
-2,480
-1% -$111K 1.18% 28
2021
Q2 		$10.5M Sell
227,192
-6,140
-3% -$301K 1.18% 17
2021
Q1 		$11.5M Buy
233,332
+74,500
+47% +$3.14M 1.34% 6
2020
Q4 		$5.55M Sell
158,832
-2,670
-2% -$87.3K 0.74% 71
2020
Q3 		$4.4M Buy
161,502
+5,710
+4% +$169K 0.75% 68
2020
Q2 		$4.85M Sell
155,792
-8,175
-5% -$237K 0.88% 58
2020
Q1 		$4.58M Sell
163,967
-5,318
-3% -$214K 1.09% 48
2019
Q4 		$8.16M Sell
169,285
-3,300
-2% -$147K 1.27% 24
2019
Q3 		$7.03M Buy
172,585
+14,450
+9% +$582K 1.16% 43
2019
Q2 		$6.58M Buy
158,135
+15,845
+11% +$663K 1.02% 58
2019
Q1 		$5.8M Buy
+142,290
New +$6.12M 0.9% 64

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's EFSC Position: Q3 2022 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Enterprise Financial Services Corp (EFSC) in Q3 2022, closing a stake of 173,907 shares — an estimated $7.22M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in EFSC in Q1 2019 and held it in 14 quarters. The position peaked at $11.5M in Q1 2021. 188 funds tracked by Wall St. Rank hold EFSC as of Q3 2022.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Enterprise Financial Services Corp position as of Q3 2022 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 173,907 Enterprise Financial Services Corp shares in Q3 2022, an estimated $7.22M.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Enterprise Financial Services Corp in Q1 2019 and held it in 14 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Enterprise Financial Services Corp position peaked at $11.5M in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q3 2022.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2022, filed 8 Nov 2022.