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Lee Ainslie’s Wintrust Financial WTFC Stock Holding History

Lee Ainslie’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
2023
Q1 		– Sell
-2,667
Closed -$225K – 551
2022
Q4 		$225K Buy
+2,667
New +$236K 0.01% 355
2020
Q3 		– Sell
-10,393
Closed -$453K – 716
2020
Q2 		$453K Buy
+10,393
New +$415K 0.01% 453

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lee Ainslie's WTFC Position: Q1 2023 in Review

Lee Ainslie sold out of Wintrust Financial (WTFC) in Q1 2023, closing a stake of 2,667 shares — an estimated $225K sold.

Lee Ainslie first reported a position in WTFC in Q2 2020 and held it in 2 quarters. The position peaked at $453K in Q2 2020. 384 funds tracked by Wall St. Rank hold WTFC as of Q1 2023.

  • Lee Ainslie reported no remaining Wintrust Financial position as of Q1 2023 after selling out during the quarter.
  • Lee Ainslie sold 2,667 Wintrust Financial shares in Q1 2023, an estimated $225K.
  • Lee Ainslie first reported a position in Wintrust Financial in Q2 2020 and held it in 2 quarters.
  • Lee Ainslie's Wintrust Financial position peaked at $453K in Q2 2020.
  • 384 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2023.

Based on Maverick Capital's 13F filing for Q1 2023, filed 15 May 2023.