LMGAM
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Liberty Mutual Group Asset Management’s Wintrust Financial WTFC Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-11,208
Closed -$952K – 800
2018
Q3 		$952K Hold
11,208
– – 0.02% 408
2018
Q2 		$976K Buy
11,208
+194
+2% +$17.8K 0.02% 380
2018
Q1 		$948K Sell
11,014
-3,154
-22% -$272K 0.03% 400
2017
Q4 		$1.17M Sell
14,168
-391
-3% -$31.5K 0.03% 376
2017
Q3 		$1.14M Sell
14,559
-7,481
-34% -$556K 0.06% 384
2017
Q2 		$1.69M Buy
+22,040
New +$1.58M 0.07% 374
2014
Q1 		– Sell
-25,630
Closed -$1.18M – 1035
2013
Q4 		$1.18M Buy
25,630
+620
+2% +$27.4K 0.04% 724
2013
Q3 		$1.03M Sell
25,010
-5,800
-19% -$236K 0.04% 577
2013
Q2 		$1.18M Buy
+30,810
New +$1.13M 0.05% 494

Other funds holding WTFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return