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Axiom Investors’s Wintrust Financial WTFC Stock Holding History

Axiom Investors’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
2019
Q3 		– Sell
-35,229
Closed -$2.58M – 126
2019
Q2 		$2.58M Sell
35,229
-3,920
-10% -$286K 0.07% 90
2019
Q1 		$2.64M Buy
39,149
+3,530
+10% +$252K 0.08% 91
2018
Q4 		$2.37M Sell
35,619
-11,481
-24% -$872K 0.08% 102
2018
Q3 		$4M Sell
47,100
-10,805
-19% -$962K 0.11% 91
2018
Q2 		$5.04M Sell
57,905
-18,778
-24% -$1.72M 0.15% 80
2018
Q1 		$6.6M Sell
76,683
-7,470
-9% -$643K 0.16% 77
2017
Q4 		$6.93M Buy
84,153
+29,306
+53% +$2.36M 0.17% 72
2017
Q3 		$4.29M Buy
54,847
+21,780
+66% +$1.62M 0.1% 96
2017
Q2 		$2.53M Sell
33,067
-22,853
-41% -$1.64M 0.06% 113
2017
Q1 		$3.87M Buy
55,920
+19,414
+53% +$1.39M 0.1% 90
2016
Q4 		$2.65M Buy
+36,506
New +$2.27M 0.08% 111

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return