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

Mesirow Institutional 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 Q2	–	Sell	-92,384	Closed	-$3.75M	–	124
2024 Q1	$3.75M	Sell	92,384 -211,322	-70%	-$8.66M	0.33%	83
2023 Q4	$13.6M	Buy	303,706 +20,050	+7%	+$783K	1.27%	28
2023 Q3	$10.6M	Buy	283,656 +10,828	+4%	+$432K	1.08%	43
2023 Q2	$10.7M	Buy	272,828 +102,046	+60%	+$4.22M	1.1%	49
2023 Q1	$7.62M	Sell	170,782 -34,810	-17%	-$1.78M	0.83%	62
2022 Q4	$10.1M	Buy	205,592 +37,135	+22%	+$1.84M	1.32%	17
2022 Q3	$7.42M	Buy	+168,457	New	+$7.66M	1.08%	47

Other funds holding EFSC

BlackRock New York $5.72T AUM 30.48% 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

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

EARNEST Partners

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

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

Geode Capital Management

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

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

William Blair Investment Management

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