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PDT Partners’s Wintrust Financial WTFC Stock Holding History

PDT 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
-2,870
Closed -$311K – 856
2024
Q3 		$311K Buy
2,870
+43
+2% +$4.48K 0.03% 600
2024
Q2 		$279K Buy
2,827
+4
+0.1% +$392 0.03% 562
2024
Q1 		$295K Hold
2,823
– – 0.03% 535
2023
Q4 		$262K Buy
+2,823
New +$233K 0.03% 479
2023
Q2 		– Sell
-8,206
Closed -$599K – 669
2023
Q1 		$599K Sell
8,206
-19,587
-70% -$1.67M 0.08% 365
2022
Q4 		$2.35M Buy
27,793
+8,433
+44% +$745K 0.38% 62
2022
Q3 		$1.58M Buy
19,360
+1,587
+9% +$135K 0.24% 100
2022
Q2 		$1.43M Buy
+17,773
New +$1.53M 0.13% 259
2020
Q3 		– Sell
-9,200
Closed -$401K – 869
2020
Q2 		$401K Buy
9,200
+600
+7% +$24K 0.03% 466
2020
Q1 		$283K Buy
8,600
+1,784
+26% +$99K 0.02% 490
2019
Q4 		$483K Buy
+6,816
New +$454K 0.03% 426
2014
Q3 		– Sell
-26,514
Closed -$1.22M – 1619
2014
Q2 		$1.22M Buy
26,514
+14,423
+119% +$654K 0.03% 629
2014
Q1 		$588K Buy
+12,091
New +$557K 0.01% 864
2013
Q4 		– Sell
-29,884
Closed -$1.23M – 1198
2013
Q3 		$1.23M Sell
29,884
-78,811
-73% -$3.2M 0.03% 683
2013
Q2 		$4.16M Buy
+108,695
New +$4M 0.1% 243

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return