Mendon Capital Advisors’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,000
| Closed | -$1.82M | – | 65 |
|
|
2021
Q4 | $1.82M | Hold |
20,000
| – | – | 0.52% | 49 |
|
|
2021
Q3 | $1.61M | Sell |
20,000
-5,000
| -20% | -$402K | 0.55% | 49 |
|
|
2021
Q2 | $1.89M | Hold |
25,000
| – | – | 0.68% | 40 |
|
|
2021
Q1 | $1.9M | Sell |
25,000
-35,000
| -58% | -$2.65M | 0.7% | 40 |
|
|
2020
Q4 | $3.67M | Hold |
60,000
| – | – | 1.72% | 18 |
|
|
2020
Q3 | $2.4M | Buy |
60,000
+5,000
| +9% | +$200K | 1.4% | 24 |
|
|
2020
Q2 | $2.4M | Buy |
+55,000
| New | +$2.4M | 1.22% | 25 |
|
|
2016
Q1 | – | Sell |
-50,000
| Closed | -$2.43M | – | 124 |
|
|
2015
Q4 | $2.43M | Buy |
+50,000
| New | +$2.43M | 0.33% | 76 |
|