Mesirow Institutional Investment Management’s Wintrust Financial WTFC Stock Holding History

Mesirow Institutional Investment 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
2024 Q3	–	Sell	-111,092	Closed	-$10.9M	–	140
2024 Q2	$10.9M	Buy	111,092 +1,266	+1%	+$124K	0.96%	62
2024 Q1	$11.5M	Sell	109,826 -28,180	-20%	-$2.72M	1.02%	51
2023 Q4	$12.8M	Buy	138,006 +215	+0.2%	+$17.8K	1.2%	35
2023 Q3	$10.4M	Buy	137,791 +2,707	+2%	+$213K	1.05%	44
2023 Q2	$9.81M	Buy	135,084 +23,356	+21%	+$1.59M	1.01%	58
2023 Q1	$8.15M	Buy	111,728 +31,470	+39%	+$2.69M	0.88%	58
2022 Q4	$6.78M	Buy	80,258 +12,565	+19%	+$1.11M	0.89%	69
2022 Q3	$5.52M	Buy	+67,693	New	+$5.75M	0.8%	69

Other funds holding WTFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mesirow Institutional Investment Management's WTFC Position: Q3 2024 in Review

Mesirow Institutional Investment Management sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 111,092 shares — an estimated $10.9M sold.

Mesirow Institutional Investment Management first reported a position in WTFC in Q3 2022 and held it in 8 quarters. The position peaked at $12.8M in Q4 2023. 416 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

Mesirow Institutional Investment Management reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
Mesirow Institutional Investment Management sold 111,092 Wintrust Financial shares in Q3 2024, an estimated $10.9M.
Mesirow Institutional Investment Management first reported a position in Wintrust Financial in Q3 2022 and held it in 8 quarters.
Mesirow Institutional Investment Management's Wintrust Financial position peaked at $12.8M in Q4 2023.
416 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.