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Dean Investment Associates’s Wintrust Financial WTFC Stock Holding History

Dean Investment Associates’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
2021
Q1 		– Sell
-36,273
Closed -$2.22M – 241
2020
Q4 		$2.22M Sell
36,273
-19,688
-35% -$1.06M 0.46% 83
2020
Q3 		$2.24M Sell
55,961
-624
-1% -$26.7K 0.54% 69
2020
Q2 		$2.47M Buy
+56,585
New +$2.26M 0.59% 64

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FCM
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Dean Investment Associates's WTFC Position: Q1 2021 in Review

Dean Investment Associates sold out of Wintrust Financial (WTFC) in Q1 2021, closing a stake of 36,273 shares — an estimated $2.22M sold.

Dean Investment Associates first reported a position in WTFC in Q2 2020 and held it in 3 quarters. The position peaked at $2.47M in Q2 2020. 298 funds tracked by Wall St. Rank hold WTFC as of Q1 2021.

  • Dean Investment Associates reported no remaining Wintrust Financial position as of Q1 2021 after selling out during the quarter.
  • Dean Investment Associates sold 36,273 Wintrust Financial shares in Q1 2021, an estimated $2.22M.
  • Dean Investment Associates first reported a position in Wintrust Financial in Q2 2020 and held it in 3 quarters.
  • Dean Investment Associates's Wintrust Financial position peaked at $2.47M in Q2 2020.
  • 298 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2021.

Based on Dean Investment Associates's 13F filing for Q1 2021, filed 4 May 2021.