Lawrence B. Seidman’s Wintrust Financial WTFC Stock Holding History

Lawrence B. Seidman’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
2020 Q2	–	Sell	-30,000	Closed	-$986K	–	27
2020 Q1	$986K	Buy	+30,000	New	+$1.67M	1.2%	20

Other funds holding WTFC

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lawrence B. Seidman's WTFC Position: Q2 2020 in Review

Lawrence B. Seidman sold out of Wintrust Financial (WTFC) in Q2 2020, closing a stake of 30,000 shares — an estimated $986K sold.

Lawrence B. Seidman first reported a position in WTFC in Q1 2020 and held it in 1 quarter. The position peaked at $986K in Q1 2020. 262 funds tracked by Wall St. Rank hold WTFC as of Q2 2020.

Lawrence B. Seidman reported no remaining Wintrust Financial position as of Q2 2020 after selling out during the quarter.
Lawrence B. Seidman sold 30,000 Wintrust Financial shares in Q2 2020, an estimated $986K.
Lawrence B. Seidman first reported a position in Wintrust Financial in Q1 2020 and held it in 1 quarter.
Lawrence B. Seidman's Wintrust Financial position peaked at $986K in Q1 2020.
262 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2020.

Based on Lawrence B. Seidman's 13F filing for Q2 2020, filed 7 Aug 2020.