Jefferies Group’s Wintrust Financial WTFC Stock Holding History

Jefferies Group’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	-2,597	Closed	-$236K	–	2036
2021 Q4	$236K	Buy	+2,597	New	+$232K	﹤0.01%	1360
2021 Q1	–	Sell	-7,212	Closed	-$441K	–	2070
2020 Q4	$441K	Buy	+7,212	New	+$388K	0.01%	1180
2020 Q3	–	Hold	0	–	–	–	1628
2019 Q4	–	Sell	-33,836	Closed	-$2.19M	–	3082
2019 Q3	$2.19M	Buy	33,836 +6,957	+26%	+$461K	0.05%	1029
2019 Q2	$1.97M	Buy	26,879 +15,602	+138%	+$1.14M	0.05%	936
2019 Q1	$759K	Buy	+11,277	New	+$806K	0.02%	1409
2018 Q3	–	Sell	-12,720	Closed	-$1.11M	–	2797
2018 Q2	$1.11M	Buy	+12,720	New	+$1.17M	0.03%	1206
2017 Q2	–	Sell	-5,979	Closed	-$413K	–	2642
2017 Q1	$413K	Buy	+5,979	New	+$430K	0.01%	1695
2016 Q1	–	Sell	-6,905	Closed	-$335K	–	2657
2015 Q4	$335K	Buy	+6,905	New	+$352K	0.01%	1729
2014 Q2	–	Sell	-6,127	Closed	-$298K	–	2457
2014 Q1	$298K	Buy	+6,127	New	+$282K	0.01%	1526

Other funds holding WTFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return