Point72 Hong Kong’s Wintrust Financial WTFC Stock Holding History

Point72 Hong Kong’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 Q1	–	Sell	-20,071	Closed	-$1.86M	–	837
2023 Q4	$1.86M	Buy	+20,071	New	+$1.66M	0.11%	214
2022 Q4	–	Sell	-2,838	Closed	-$231K	–	1756
2022 Q3	$231K	Buy	+2,838	New	+$241K	0.01%	1006
2021 Q3	–	Sell	-3,441	Closed	-$260K	–	2516
2021 Q2	$260K	Buy	+3,441	New	+$269K	0.02%	1088
2020 Q4	–	Sell	-3,227	Closed	-$129K	–	2123
2020 Q3	$129K	Buy	3,227 +2,412	+296%	+$103K	0.01%	517
2020 Q2	$36K	Sell	815 -422	-34%	-$16.8K	﹤0.01%	790
2020 Q1	$41K	Buy	+1,237	New	+$68.7K	0.02%	397
2019 Q2	–	Sell	-429	Closed	-$29K	–	1440
2019 Q1	$29K	Buy	429 +364	+560%	+$26K	0.01%	631
2018 Q4	$4K	Buy	65 +5	+8%	+$380	﹤0.01%	669
2018 Q3	$5K	Sell	60 -55	-48%	-$4.9K	﹤0.01%	714
2018 Q2	$10K	Buy	+115	New	+$10.6K	﹤0.01%	654
2018 Q1	–	Sell	-516	Closed	-$43K	–	1187
2017 Q4	$43K	Buy	+516	New	+$41.5K	0.03%	241

Other funds holding WTFC

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

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

Victory Capital Management

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

Capital International Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Principal Financial Group

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return