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Mondrian Investment Partners’s Wintrust Financial WTFC Stock Holding History

Mondrian Investment 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
2022
Q2 		– Sell
-338
Closed -$31K – 119
2022
Q1 		$31K Sell
338
-32,920
-99% -$3.21M ﹤0.01% 119
2021
Q4 		$3.02M Sell
33,258
-4,833
-13% -$431K 0.06% 90
2021
Q3 		$3.06M Buy
38,091
+32
+0.1% +$2.36K 0.06% 90
2021
Q2 		$2.88M Buy
+38,059
New +$2.97M 0.06% 93

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Mondrian Investment Partners's WTFC Position: Q2 2022 in Review

Mondrian Investment Partners sold out of Wintrust Financial (WTFC) in Q2 2022, closing a stake of 338 shares — an estimated $31K sold.

Mondrian Investment Partners first reported a position in WTFC in Q2 2021 and held it in 4 quarters. The position peaked at $3.06M in Q3 2021. 349 funds tracked by Wall St. Rank hold WTFC as of Q2 2022.

  • Mondrian Investment Partners reported no remaining Wintrust Financial position as of Q2 2022 after selling out during the quarter.
  • Mondrian Investment Partners sold 338 Wintrust Financial shares in Q2 2022, an estimated $31K.
  • Mondrian Investment Partners first reported a position in Wintrust Financial in Q2 2021 and held it in 4 quarters.
  • Mondrian Investment Partners's Wintrust Financial position peaked at $3.06M in Q3 2021.
  • 349 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2022.

Based on Mondrian Investment Partners's 13F filing for Q2 2022, filed 9 Aug 2022.