PCM
EFSC icon

Prelude Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Prelude Capital 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
-5,764
Closed -$234K – 1292
2024
Q1 		$234K Buy
+5,764
New +$236K 0.01% 1027
2023
Q2 		– Sell
-4,760
Closed -$212K – 1192
2023
Q1 		$212K Sell
4,760
-35,678
-88% -$1.82M 0.01% 834
2022
Q4 		$1.98M Buy
40,438
+2,147
+6% +$107K 0.1% 219
2022
Q3 		$1.69M Buy
38,291
+4,720
+14% +$215K 0.06% 277
2022
Q2 		$1.39M Buy
33,571
+986
+3% +$43.9K 0.04% 405
2022
Q1 		$1.54M Sell
32,585
-49
-0.2% -$2.4K 0.04% 441
2021
Q4 		$1.54M Sell
32,634
-175
-0.5% -$8.35K 0.04% 415
2021
Q3 		$1.49M Sell
32,809
-207
-0.6% -$9.28K 0.04% 413
2021
Q2 		$1.53M Buy
33,016
+1,733
+6% +$84.8K 0.05% 404
2021
Q1 		$1.55M Buy
+31,283
New +$1.32M 0.04% 426
2018
Q4 		– Sell
-158
Closed -$8K – 1866
2018
Q3 		$8K Sell
158
-117
-43% -$6.51K ﹤0.01% 1514
2018
Q2 		$15K Buy
+275
New +$14.4K ﹤0.01% 1404
2017
Q4 		– Sell
-600
Closed -$25K – 1437
2017
Q3 		$25K Sell
600
-300
-33% -$11.9K ﹤0.01% 1268
2017
Q2 		$37K Sell
900
-800
-47% -$33.3K ﹤0.01% 1088
2017
Q1 		$72K Buy
1,700
+600
+55% +$25.4K 0.01% 887
2016
Q4 		$47K Sell
1,100
-1,100
-50% -$40.3K 0.01% 1062
2016
Q3 		$69K Buy
2,200
+900
+69% +$26.7K 0.01% 945
2016
Q2 		$36K Buy
+1,300
New +$35.4K 0.01% 1112
2015
Q4 		– Sell
-3,233
Closed -$81K – 1507
2015
Q3 		$81K Buy
+3,233
New +$77.4K 0.01% 903
2014
Q3 		– Sell
-2,000
Closed -$36K – 1921
2014
Q2 		$36K Buy
2,000
+200
+11% +$3.66K ﹤0.01% 1562
2014
Q1 		$36K Hold
1,800
– – ﹤0.01% 1446
2013
Q4 		$37K Buy
+1,800
New +$33.3K 0.01% 1148

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 $3.38T AUM 44.17% 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
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Prelude Capital Management's EFSC Position: Q2 2024 in Review

Prelude Capital Management sold out of Enterprise Financial Services Corp (EFSC) in Q2 2024, closing a stake of 5,764 shares — an estimated $234K sold.

Prelude Capital Management first reported a position in EFSC in Q4 2013 and held it in 22 quarters. The position peaked at $1.98M in Q4 2022. 205 funds tracked by Wall St. Rank hold EFSC as of Q2 2024.

  • Prelude Capital Management reported no remaining Enterprise Financial Services Corp position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 5,764 Enterprise Financial Services Corp shares in Q2 2024, an estimated $234K.
  • Prelude Capital Management first reported a position in Enterprise Financial Services Corp in Q4 2013 and held it in 22 quarters.
  • Prelude Capital Management's Enterprise Financial Services Corp position peaked at $1.98M in Q4 2022.
  • 205 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.