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Kettle Hill Capital Management’s Wintrust Financial WTFC Stock Holding History

Kettle Hill Capital 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
2022
Q4 		– Sell
-66,890
Closed -$5.46M – 82
2022
Q3 		$5.46M Sell
66,890
-51,999
-44% -$4.41M 1.29% 29
2022
Q2 		$9.53M Buy
118,889
+43,879
+58% +$3.78M 2.4% 14
2022
Q1 		$6.97M Buy
+75,010
New +$7.31M 1.36% 29

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kettle Hill Capital Management's WTFC Position: Q4 2022 in Review

Kettle Hill Capital Management sold out of Wintrust Financial (WTFC) in Q4 2022, closing a stake of 66,890 shares — an estimated $5.46M sold.

Kettle Hill Capital Management first reported a position in WTFC in Q1 2022 and held it in 3 quarters. The position peaked at $9.53M in Q2 2022. 395 funds tracked by Wall St. Rank hold WTFC as of Q4 2022.

  • Kettle Hill Capital Management reported no remaining Wintrust Financial position as of Q4 2022 after selling out during the quarter.
  • Kettle Hill Capital Management sold 66,890 Wintrust Financial shares in Q4 2022, an estimated $5.46M.
  • Kettle Hill Capital Management first reported a position in Wintrust Financial in Q1 2022 and held it in 3 quarters.
  • Kettle Hill Capital Management's Wintrust Financial position peaked at $9.53M in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2022.

Based on Kettle Hill Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.