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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
2019
Q4 		– Sell
-65,000
Closed -$4.2M – 3057
2019
Q3 		$4.2M Hold
65,000
– – 0.03% 609
2019
Q2 		$4.75M Buy
+65,000
New +$4.75M 0.03% 494

Other funds holding WTFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
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 $1.56T 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

Jefferies Group's WTFC Position: Q1 2022 in Review

Jefferies Group sold out of Wintrust Financial (WTFC) in Q1 2022, closing a stake of 2,597 shares — an estimated $236K sold.

Jefferies Group first reported a position in WTFC in Q1 2014 and held it in 9 quarters. The position peaked at $2.19M in Q3 2019. 351 funds tracked by Wall St. Rank hold WTFC as of Q1 2022.

  • Jefferies Group reported no remaining Wintrust Financial position as of Q1 2022 after selling out during the quarter.
  • Jefferies Group sold 2,597 Wintrust Financial shares in Q1 2022, an estimated $236K.
  • Jefferies Group first reported a position in Wintrust Financial in Q1 2014 and held it in 9 quarters.
  • Jefferies Group's Wintrust Financial position peaked at $2.19M in Q3 2019.
  • 351 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.