Chartwell Investment Partners’s Wintrust Financial WTFC Stock Holding History

Chartwell Investment Partners’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
2024 Q3	$1.2M	Buy	11,049 +89	+0.8%	+$9.28K	0.04%	346
2024 Q2	$1.08M	Sell	10,960 -1,784	-14%	-$175K	0.04%	342
2024 Q1	$1.33M	Buy	12,744 +310	+2%	+$29.9K	0.05%	335
2023 Q4	$1.15M	Sell	12,434 -1,681	-12%	-$139K	0.04%	344
2023 Q3	$1.07M	Hold	14,115	–	–	0.04%	349
2023 Q2	$1.03M	Buy	14,115 +6,481	+85%	+$442K	0.04%	352
2023 Q1	$557K	Buy	7,634 +255	+3%	+$21.8K	0.02%	377
2022 Q4	$624K	Buy	+7,379	New	+$652K	0.02%	377

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Chartwell Investment Partners's WTFC Position: Q3 2024 in Review

Chartwell Investment Partners increased its Wintrust Financial (WTFC) stake by 0.81% in Q3 2024, buying an estimated $9.28K and bringing the position to 11,049 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #346.

Chartwell Investment Partners first reported a position in WTFC in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2024. 417 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

Chartwell Investment Partners held 11,049 shares of Wintrust Financial worth $1.2M as of Q3 2024.
Chartwell Investment Partners bought 89 Wintrust Financial shares in Q3 2024, an estimated $9.28K.
Wintrust Financial made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #346 holding.
Chartwell Investment Partners first reported a position in Wintrust Financial in Q4 2022 and has held it in 8 quarters since.
Chartwell Investment Partners's Wintrust Financial position peaked at $1.33M in Q1 2024.
417 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.