Cohen & Steers’s Wintrust Financial WTFC Stock Holding History

Cohen & Steers’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	–	Sell	-25	Closed	-$2K	–	472
2024 Q2	$2K	Buy	+25	New	+$2.45K	﹤0.01%	431

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cohen & Steers's WTFC Position: Q3 2024 in Review

Cohen & Steers sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 25 shares — an estimated $2K sold.

Cohen & Steers first reported a position in WTFC in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 417 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

Cohen & Steers reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
Cohen & Steers sold 25 Wintrust Financial shares in Q3 2024, an estimated $2K.
Cohen & Steers first reported a position in Wintrust Financial in Q2 2024 and held it in 1 quarter.
Cohen & Steers's Wintrust Financial position peaked at $2K in Q2 2024.
417 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Cohen & Steers's 13F filing for Q3 2024, filed 14 Nov 2024.