AL
WTFC icon

AJO LP’s Wintrust Financial WTFC Stock Holding History

AJO LP’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-796,648
Closed -$26.2M – 830
2020
Q1 		$26.2M Sell
796,648
-345,968
-30% -$19.2M 0.24% 116
2019
Q4 		$81M Buy
1,142,616
+127,282
+13% +$8.48M 0.48% 69
2019
Q3 		$65.6M Buy
1,015,334
+332,156
+49% +$22M 0.38% 90
2019
Q2 		$50M Sell
683,178
-26,762
-4% -$1.95M 0.26% 116
2019
Q1 		$47.8M Buy
709,940
+16,758
+2% +$1.2M 0.25% 112
2018
Q4 		$46.1M Buy
693,182
+623,781
+899% +$47.4M 0.26% 107
2018
Q3 		$5.89M Buy
69,401
+26,484
+62% +$2.36M 0.03% 323
2018
Q2 		$3.74M Buy
+42,917
New +$3.94M 0.02% 385
2014
Q1 		– Sell
-362,500
Closed -$16.7M – 466
2013
Q4 		$16.7M Sell
362,500
-18,200
-5% -$805K 0.07% 143
2013
Q3 		$15.6M Buy
380,700
+155,700
+69% +$6.33M 0.07% 148
2013
Q2 		$8.61M Buy
+225,000
New +$8.27M 0.04% 245

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM