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Cerebellum’s Wintrust Financial WTFC Stock Holding History

Cerebellum’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
Q3 		– Sell
-1,527
Closed -$126K – 602
2020
Q2 		$126K Buy
+1,527
New +$61K 0.09% 242
2019
Q4 		$544K Buy
7,672
+925
+14% +$61.6K 0.29% 220
2019
Q3 		$436K Buy
6,747
+3,354
+99% +$222K 0.28% 204
2019
Q2 		$248K Buy
3,393
+632
+23% +$46.2K 0.2% 338
2019
Q1 		$186K Sell
2,761
-1,128
-29% -$80.6K 0.16% 346
2018
Q4 		$259K Buy
3,889
+1,701
+78% +$129K 0.18% 119
2018
Q3 		$186K Buy
2,188
+179
+9% +$15.9K 0.3% 125
2018
Q2 		$175K Sell
2,009
-111
-5% -$10.2K 0.29% 162
2018
Q1 		$182K Buy
2,120
+593
+39% +$51.1K 0.23% 242
2017
Q4 		$126K Buy
+1,527
New +$123K 0.09% 242

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cerebellum's WTFC Position: Q3 2020 in Review

Cerebellum sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 1,527 shares — an estimated $126K sold.

Cerebellum first reported a position in WTFC in Q4 2017 and held it in 10 quarters. The position peaked at $544K in Q4 2019. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

  • Cerebellum reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
  • Cerebellum sold 1,527 Wintrust Financial shares in Q3 2020, an estimated $126K.
  • Cerebellum first reported a position in Wintrust Financial in Q4 2017 and held it in 10 quarters.
  • Cerebellum's Wintrust Financial position peaked at $544K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.