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Fox Run Management’s Wintrust Financial WTFC Stock Holding History

Fox Run Management’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
-2,399
Closed -$236K – 1140
2024
Q2 		$236K Buy
+2,399
New +$235K 0.04% 616
2024
Q1 		– Sell
-3,901
Closed -$362K – 1098
2023
Q4 		$362K Buy
+3,901
New +$322K 0.09% 428
2023
Q2 		– Sell
-6,854
Closed -$500K – 999
2023
Q1 		$500K Buy
+6,854
New +$586K 0.16% 217
2022
Q4 		– Sell
-3,143
Closed -$256K – 924
2022
Q3 		$256K Buy
+3,143
New +$267K 0.1% 404
2019
Q4 		– Sell
-3,563
Closed -$230K – 550
2019
Q3 		$230K Buy
+3,563
New +$236K 0.21% 251
2018
Q4 		– Sell
-4,647
Closed -$395K – 764
2018
Q3 		$395K Buy
+4,647
New +$414K 0.17% 266
2018
Q2 		– Sell
-2,700
Closed -$232K – 945
2018
Q1 		$232K Sell
2,700
-1,180
-30% -$102K 0.06% 583
2017
Q4 		$320K Buy
+3,880
New +$312K 0.09% 443
2016
Q4 		– Sell
-6,500
Closed -$361K – 696
2016
Q3 		$361K Buy
+6,500
New +$350K 0.21% 195
2016
Q2 		– Sell
-8,300
Closed -$368K – 691
2016
Q1 		$368K Buy
+8,300
New +$356K 0.25% 158

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return