Grantham, Mayo, Van Otterloo & Co (GMO)’s Wintrust Financial WTFC Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2022 Q1	–	Sell	-16,246	Closed	-$1.48M	–	773
2021 Q4	$1.48M	Sell	16,246 -108,463	-87%	-$9.68M	0.01%	505
2021 Q3	$10M	Buy	124,709 +13,500	+12%	+$997K	0.05%	246
2021 Q2	$8.41M	Sell	111,209 -11,100	-9%	-$867K	0.04%	268
2021 Q1	$9.27M	Buy	122,309 +88,209	+259%	+$6.3M	0.05%	243
2020 Q4	$2.08M	Buy	+34,100	New	+$1.83M	0.01%	434

Other funds holding WTFC

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s WTFC Position: Q1 2022 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Wintrust Financial (WTFC) in Q1 2022, closing a stake of 16,246 shares — an estimated $1.48M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in WTFC in Q4 2020 and held it in 5 quarters. The position peaked at $10M in Q3 2021. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Wintrust Financial position as of Q1 2022 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 16,246 Wintrust Financial shares in Q1 2022, an estimated $1.48M.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Wintrust Financial in Q4 2020 and held it in 5 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Wintrust Financial position peaked at $10M in Q3 2021.
351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2022, filed 13 May 2022.