Massachusetts Financial Services’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-295,380
| Closed | -$33.2M | – | 935 |
|
|
2025
Q1 | $33.2M | Sell |
295,380
-87,230
| -23% | -$10.8M | 0.01% | 519 |
|
|
2024
Q4 | $47.7M | Sell |
382,610
-48,537
| -11% | -$6M | 0.02% | 475 |
|
|
2024
Q3 | $46.8M | Sell |
431,147
-11,929
| -3% | -$1.24M | 0.01% | 478 |
|
|
2024
Q2 | $43.7M | Sell |
443,076
-5,116
| -1% | -$501K | 0.01% | 472 |
|
|
2024
Q1 | $46.8M | Buy |
448,192
+91,617
| +26% | +$8.84M | 0.01% | 469 |
|
|
2023
Q4 | $33.1M | Buy |
356,575
+160
| +0% | +$13.2K | 0.01% | 514 |
|
|
2023
Q3 | $26.9M | Buy |
356,415
+1,479
| +0.4% | +$116K | 0.01% | 527 |
|
|
2023
Q2 | $25.8M | Buy |
354,936
+11,232
| +3% | +$766K | 0.01% | 524 |
|
|
2023
Q1 | $25.1M | Sell |
343,704
-12,479
| -4% | -$1.07M | 0.01% | 532 |
|
|
2022
Q4 | $30.1M | Sell |
356,183
-652,399
| -65% | -$57.6M | 0.01% | 509 |
|
|
2022
Q3 | $82.2M | Sell |
1,008,582
-217,302
| -18% | -$18.4M | 0.03% | 368 |
|
|
2022
Q2 | $98.3M | Sell |
1,225,884
-272,452
| -18% | -$23.5M | 0.03% | 356 |
|
|
2022
Q1 | $139M | Sell |
1,498,336
-172,337
| -10% | -$16.8M | 0.04% | 335 |
|
|
2021
Q4 | $152M | Sell |
1,670,673
-17,072
| -1% | -$1.52M | 0.04% | 324 |
|
|
2021
Q3 | $136M | Sell |
1,687,745
-50,447
| -3% | -$3.73M | 0.04% | 333 |
|
|
2021
Q2 | $131M | Sell |
1,738,192
-192,295
| -10% | -$15M | 0.04% | 351 |
|
|
2021
Q1 | $146M | Sell |
1,930,487
-82,026
| -4% | -$5.86M | 0.05% | 311 |
|
|
2020
Q4 | $123M | Buy |
2,012,513
+34,785
| +2% | +$1.87M | 0.04% | 326 |
|
|
2020
Q3 | $79.2M | Sell |
1,977,728
-526,536
| -21% | -$22.5M | 0.03% | 370 |
|
|
2020
Q2 | $109M | Buy |
2,504,264
+148,556
| +6% | +$5.93M | 0.04% | 303 |
|
|
2020
Q1 | $77.4M | Sell |
2,355,708
-76,174
| -3% | -$4.23M | 0.04% | 308 |
|
|
2019
Q4 | $172M | Buy |
2,431,882
+118,988
| +5% | +$7.93M | 0.06% | 234 |
|
|
2019
Q3 | $149M | Buy |
2,312,894
+286,314
| +14% | +$19M | 0.06% | 236 |
|
|
2019
Q2 | $148M | Buy |
2,026,580
+53,074
| +3% | +$3.88M | 0.06% | 234 |
|
|
2019
Q1 | $133M | Buy |
1,973,506
+369,331
| +23% | +$26.4M | 0.06% | 240 |
|
|
2018
Q4 | $107M | Buy |
1,604,175
+44,503
| +3% | +$3.38M | 0.05% | 257 |
|
|
2018
Q3 | $132M | Sell |
1,559,672
-322,112
| -17% | -$28.7M | 0.05% | 245 |
|
|
2018
Q2 | $164M | Buy |
1,881,784
+123,447
| +7% | +$11.3M | 0.07% | 217 |
|
|
2018
Q1 | $151M | Buy |
1,758,337
+22,111
| +1% | +$1.9M | 0.06% | 230 |
|
|
2017
Q4 | $143M | Buy |
1,736,226
+84,787
| +5% | +$6.83M | 0.06% | 231 |
|
|
2017
Q3 | $129M | Sell |
1,651,439
-49,241
| -3% | -$3.66M | 0.06% | 237 |
|
|
2017
Q2 | $130M | Buy |
1,700,680
+126,455
| +8% | +$9.05M | 0.06% | 233 |
|
|
2017
Q1 | $109M | Sell |
1,574,225
-440,377
| -22% | -$31.6M | 0.05% | 247 |
|
|
2016
Q4 | $146M | Sell |
2,014,602
-40,998
| -2% | -$2.55M | 0.07% | 216 |
|
|
2016
Q3 | $114M | Buy |
2,055,600
+185,900
| +10% | +$10M | 0.06% | 241 |
|
|
2016
Q2 | $95.4M | Sell |
1,869,700
-184,806
| -9% | -$9.25M | 0.05% | 250 |
|
|
2016
Q1 | $91.1M | Buy |
2,054,506
+518,021
| +34% | +$22.2M | 0.05% | 251 |
|
|
2015
Q4 | $74.6M | Buy |
1,536,485
+437,211
| +40% | +$22.3M | 0.04% | 285 |
|
|
2015
Q3 | $58.7M | Buy |
1,099,274
+1,013,364
| +1,180% | +$53.6M | 0.03% | 310 |
|
|
2015
Q2 | $4.59M | Buy |
+85,910
| New | +$4.33M | ﹤0.01% | 678 |
|
Other funds holding WTFC
