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Aperio Group’s Wintrust Financial WTFC Stock Holding History

Aperio Group’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
Q4 		$5.18M Sell
84,748
-2,574
-3% -$138K 0.02% 820
2020
Q3 		$3.5M Sell
87,322
-5,702
-6% -$244K 0.01% 875
2020
Q2 		$4.06M Buy
93,024
+30,109
+48% +$1.2M 0.02% 800
2020
Q1 		$2.07M Buy
62,915
+47,217
+301% +$2.62M 0.01% 1003
2019
Q4 		$1.11M Buy
15,698
+7,057
+82% +$470K ﹤0.01% 1387
2019
Q3 		$558K Sell
8,641
-2,768
-24% -$184K ﹤0.01% 1697
2019
Q2 		$835K Buy
11,409
+700
+7% +$51.1K ﹤0.01% 1489
2019
Q1 		$721K Buy
10,709
+545
+5% +$38.9K ﹤0.01% 1537
2018
Q4 		$676K Sell
10,164
-885
-8% -$67.2K ﹤0.01% 1514
2018
Q3 		$939K Sell
11,049
-442
-4% -$39.3K ﹤0.01% 1442
2018
Q2 		$1M Buy
11,491
+1,094
+11% +$100K ﹤0.01% 1387
2018
Q1 		$895K Buy
10,397
+14
+0.1% +$1.21K ﹤0.01% 1386
2017
Q4 		$855K Buy
10,383
+770
+8% +$62K ﹤0.01% 1396
2017
Q3 		$753K Buy
9,613
+1,466
+18% +$109K ﹤0.01% 1441
2017
Q2 		$623K Buy
8,147
+836
+11% +$59.9K ﹤0.01% 1523
2017
Q1 		$505K Buy
7,311
+176
+2% +$12.6K ﹤0.01% 1538
2016
Q4 		$518K Sell
7,135
-438
-6% -$27.2K ﹤0.01% 1487
2016
Q3 		$421K Sell
7,573
-34
-0.4% -$1.83K ﹤0.01% 1551
2016
Q2 		$388K Sell
7,607
-821
-10% -$41.1K ﹤0.01% 1526
2016
Q1 		$374K Sell
8,428
-5,530
-40% -$237K ﹤0.01% 1520
2015
Q4 		$677K Buy
13,958
+546
+4% +$27.9K 0.01% 1189
2015
Q3 		$717K Buy
13,412
+62
+0.5% +$3.28K 0.01% 1116
2015
Q2 		$713K Buy
13,350
+946
+8% +$47.7K 0.01% 1133
2015
Q1 		$591K Buy
12,404
+6,637
+115% +$307K 0.01% 1180
2014
Q4 		$270K Sell
5,767
-36
-0.6% -$1.63K ﹤0.01% 1576
2014
Q3 		$259K Buy
5,803
+344
+6% +$15.9K ﹤0.01% 1478
2014
Q2 		$251K Buy
5,459
+5
+0.1% +$227 ﹤0.01% 1492
2014
Q1 		$265K Buy
+5,454
New +$251K ﹤0.01% 1708
2013
Q4 		– Sell
-5,023
Closed -$222K – 1667
2013
Q3 		$206K Buy
+5,023
New +$204K ﹤0.01% 1628

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's WTFC Position: Q4 2020 in Review

Aperio Group reduced its Wintrust Financial (WTFC) stake by 2.9% in Q4 2020, selling an estimated $138K and leaving 84,748 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #820.

Aperio Group first reported a position in WTFC in Q3 2013 and has held it in 29 quarters since. 272 funds tracked by Wall St. Rank hold WTFC as of Q4 2020.

  • Aperio Group held 84,748 shares of Wintrust Financial worth $5.18M as of Q4 2020.
  • Aperio Group sold 2,574 Wintrust Financial shares in Q4 2020, an estimated $138K.
  • Wintrust Financial made up 0.02% of Aperio Group's portfolio in Q4 2020, its #820 holding.
  • Aperio Group first reported a position in Wintrust Financial in Q3 2013 and has held it in 29 quarters since.
  • 272 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.