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LMR Partners’s Wintrust Financial WTFC Stock Holding History

LMR Partners’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
2024
Q4 		– Sell
-4,599
Closed -$499K – 1646
2024
Q3 		$499K Buy
+4,599
New +$480K ﹤0.01% 835
2022
Q3 		– Sell
-100,000
Closed -$8.02M – 1315
2022
Q2 		$8.02M Sell
100,000
-172,207
-63% -$14.8M 0.13% 186
2022
Q1 		$25.3M Buy
+272,207
New +$26.5M 0.29% 71
2018
Q4 		– Sell
-4,764
Closed -$405K – 491
2018
Q3 		$405K Sell
4,764
-78,359
-94% -$6.98M 0.03% 213
2018
Q2 		$7.24M Buy
+83,123
New +$7.63M 0.38% 64

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LMR Partners's WTFC Position: Q4 2024 in Review

LMR Partners sold out of Wintrust Financial (WTFC) in Q4 2024, closing a stake of 4,599 shares — an estimated $499K sold.

LMR Partners first reported a position in WTFC in Q2 2018 and held it in 5 quarters. The position peaked at $25.3M in Q1 2022. 444 funds tracked by Wall St. Rank hold WTFC as of Q4 2024.

  • LMR Partners reported no remaining Wintrust Financial position as of Q4 2024 after selling out during the quarter.
  • LMR Partners sold 4,599 Wintrust Financial shares in Q4 2024, an estimated $499K.
  • LMR Partners first reported a position in Wintrust Financial in Q2 2018 and held it in 5 quarters.
  • LMR Partners's Wintrust Financial position peaked at $25.3M in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.