New York Life Investment Management’s Enterprise Financial Services Corp EFSC Stock Holding History

New York Life 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 Q1	–	Sell	-7,806	Closed	-$349K	–	1383
2023 Q4	$349K	Sell	7,806 -179	-2%	-$6.99K	﹤0.01%	1117
2023 Q3	$299K	Sell	7,985 -1,267	-14%	-$50.6K	﹤0.01%	1156
2023 Q2	$362K	Sell	9,252 -1,362	-13%	-$56.3K	﹤0.01%	1134
2023 Q1	$473K	Sell	10,614 -1,377	-11%	-$70.4K	0.01%	1036
2022 Q4	$587K	Buy	11,991 +1,287	+12%	+$63.9K	0.01%	778
2022 Q3	$471K	Buy	10,704 +847	+9%	+$38.5K	0.01%	793
2022 Q2	$409K	Buy	+9,857	New	+$439K	﹤0.01%	933

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

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

New York Life Investment Management's EFSC Position: Q1 2024 in Review

New York Life Investment Management sold out of Enterprise Financial Services Corp (EFSC) in Q1 2024, closing a stake of 7,806 shares — an estimated $349K sold.

New York Life Investment Management first reported a position in EFSC in Q2 2022 and held it in 7 quarters. The position peaked at $587K in Q4 2022. 214 funds tracked by Wall St. Rank hold EFSC as of Q1 2024.

New York Life Investment Management reported no remaining Enterprise Financial Services Corp position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 7,806 Enterprise Financial Services Corp shares in Q1 2024, an estimated $349K.
New York Life Investment Management first reported a position in Enterprise Financial Services Corp in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Enterprise Financial Services Corp position peaked at $587K in Q4 2022.
214 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.