ClearBridge Investments’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108M | Buy |
872,430
+558
| +0.1% | +$69.2K | 0.09% | 221 |
|
|
2025
Q1 | $98.1M | Buy |
871,872
+6,463
| +0.7% | +$727K | 0.09% | 229 |
|
|
2024
Q4 | $108M | Buy |
865,409
+253,050
| +41% | +$31.6M | 0.09% | 223 |
|
|
2024
Q3 | $66.5M | Buy |
612,359
+365,617
| +148% | +$39.7M | 0.05% | 290 |
|
|
2024
Q2 | $24.3M | Buy |
246,742
+2,991
| +1% | +$295K | 0.02% | 424 |
|
|
2024
Q1 | $25.4M | Sell |
243,751
-14,859
| -6% | -$1.55M | 0.02% | 432 |
|
|
2023
Q4 | $24M | Buy |
258,610
+14,409
| +6% | +$1.34M | 0.02% | 441 |
|
|
2023
Q3 | $18.4M | Sell |
244,201
-7,146
| -3% | -$540K | 0.02% | 438 |
|
|
2023
Q2 | $18.3M | Buy |
251,347
+2,328
| +0.9% | +$169K | 0.02% | 448 |
|
|
2023
Q1 | $18.2M | Buy |
249,019
+35,844
| +17% | +$2.61M | 0.02% | 441 |
|
|
2022
Q4 | $18M | Sell |
213,175
-577
| -0.3% | -$48.8K | 0.02% | 449 |
|
|
2022
Q3 | $17.4M | Buy |
213,752
+281
| +0.1% | +$22.9K | 0.02% | 441 |
|
|
2022
Q2 | $17.1M | Buy |
213,471
+12,980
| +6% | +$1.04M | 0.02% | 459 |
|
|
2022
Q1 | $18.6M | Sell |
200,491
-129,395
| -39% | -$12M | 0.01% | 476 |
|
|
2021
Q4 | $30M | Sell |
329,886
-86,728
| -21% | -$7.88M | 0.02% | 427 |
|
|
2021
Q3 | $33.5M | Sell |
416,614
-33,131
| -7% | -$2.66M | 0.02% | 418 |
|
|
2021
Q2 | $34M | Sell |
449,745
-2,087
| -0.5% | -$158K | 0.02% | 426 |
|
|
2021
Q1 | $34.2M | Sell |
451,832
-24,807
| -5% | -$1.88M | 0.03% | 413 |
|
|
2020
Q4 | $29.1M | Buy |
476,639
+6,069
| +1% | +$371K | 0.02% | 412 |
|
|
2020
Q3 | $18.8M | Sell |
470,570
-2,192
| -0.5% | -$87.8K | 0.02% | 436 |
|
|
2020
Q2 | $20.6M | Buy |
472,762
+135,806
| +40% | +$5.92M | 0.02% | 406 |
|
|
2020
Q1 | $11.1M | Sell |
336,956
-403
| -0.1% | -$13.2K | 0.01% | 463 |
|
|
2019
Q4 | $24M | Buy |
337,359
+105,210
| +45% | +$7.48M | 0.02% | 429 |
|
|
2019
Q3 | $15M | Sell |
232,149
-16,318
| -7% | -$1.05M | 0.01% | 481 |
|
|
2019
Q2 | $18.2M | Buy |
248,467
+188,258
| +313% | +$13.8M | 0.02% | 450 |
|
|
2019
Q1 | $4.05M | Buy |
60,209
+71
| +0.1% | +$4.78K | ﹤0.01% | 590 |
|
|
2018
Q4 | $4M | Buy |
60,138
+2,874
| +5% | +$191K | ﹤0.01% | 597 |
|
|
2018
Q3 | $4.86M | Sell |
57,264
-7,385
| -11% | -$627K | ﹤0.01% | 590 |
|
|
2018
Q2 | $5.63M | Hold |
64,649
| – | – | ﹤0.01% | 521 |
|
|
2018
Q1 | $5.56M | Sell |
64,649
-528
| -0.8% | -$45.4K | 0.01% | 506 |
|
|
2017
Q4 | $5.37M | Buy |
65,177
+221
| +0.3% | +$18.2K | 0.01% | 518 |
|
|
2017
Q3 | $5.09M | Hold |
64,956
| – | – | ﹤0.01% | 517 |
|
|
2017
Q2 | $4.97M | Hold |
64,956
| – | – | ﹤0.01% | 512 |
|
|
2017
Q1 | $4.49M | Hold |
64,956
| – | – | ﹤0.01% | 523 |
|
|
2016
Q4 | $4.71M | Sell |
64,956
-12,266
| -16% | -$890K | 0.01% | 532 |
|
|
2016
Q3 | $4.29M | Hold |
77,222
| – | – | ﹤0.01% | 537 |
|
|
2016
Q2 | $3.94M | Sell |
77,222
-16,051
| -17% | -$819K | ﹤0.01% | 563 |
|
|
2016
Q1 | $4.14M | Buy |
93,273
+1,354
| +1% | +$60K | ﹤0.01% | 553 |
|
|
2015
Q4 | $4.46M | Sell |
91,919
-129,118
| -58% | -$6.26M | 0.01% | 561 |
|
|
2015
Q3 | $11.8M | Sell |
221,037
-29,213
| -12% | -$1.56M | 0.01% | 468 |
|
|
2015
Q2 | $13.4M | Sell |
250,250
-250,532
| -50% | -$13.4M | 0.01% | 471 |
|
|
2015
Q1 | $23.9M | Buy |
500,782
+9,790
| +2% | +$467K | 0.02% | 408 |
|
|
2014
Q4 | $23M | Sell |
490,992
-43,789
| -8% | -$2.05M | 0.02% | 423 |
|
|
2014
Q3 | $23.9M | Buy |
534,781
+22,588
| +4% | +$1.01M | 0.03% | 415 |
|
|
2014
Q2 | $23.6M | Buy |
512,193
+33,490
| +7% | +$1.54M | 0.03% | 421 |
|
|
2014
Q1 | $23.3M | Buy |
478,703
+28,159
| +6% | +$1.37M | 0.03% | 423 |
|
|
2013
Q4 | $20.8M | Buy |
450,544
+21,558
| +5% | +$994K | 0.03% | 421 |
|
|
2013
Q3 | $17.6M | Buy |
428,986
+41,228
| +11% | +$1.69M | 0.02% | 424 |
|
|
2013
Q2 | $14.8M | Buy |
+387,758
| New | +$14.8M | 0.02% | 435 |
|