Robeco Institutional Asset Management’s Wintrust Financial WTFC Stock Holding History

Robeco Institutional Asset 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 Q1	–	Sell	-232	Closed	-$21.5K	–	1105
2023 Q4	$21.5K	Buy	+232	New	+$19.2K	﹤0.01%	994
2023 Q2	–	Sell	-4,456	Closed	-$325K	–	1103
2023 Q1	$325K	Hold	4,456	–	–	﹤0.01%	888
2022 Q4	$377K	Hold	4,456	–	–	﹤0.01%	869
2022 Q3	$363K	Hold	4,456	–	–	﹤0.01%	788
2022 Q2	$357K	Hold	4,456	–	–	﹤0.01%	789
2022 Q1	$414K	Buy	+4,456	New	+$434K	﹤0.01%	792
2019 Q1	–	Sell	-11,044	Closed	-$734K	–	997
2018 Q4	$734K	Hold	11,044	–	–	﹤0.01%	771
2018 Q3	$938K	Buy	+11,044	New	+$983K	﹤0.01%	764

Other funds holding WTFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Robeco Institutional Asset Management's WTFC Position: Q1 2024 in Review

Robeco Institutional Asset Management sold out of Wintrust Financial (WTFC) in Q1 2024, closing a stake of 232 shares — an estimated $21.5K sold.

Robeco Institutional Asset Management first reported a position in WTFC in Q3 2018 and held it in 8 quarters. The position peaked at $938K in Q3 2018. 387 funds tracked by Wall St. Rank hold WTFC as of Q1 2024.

Robeco Institutional Asset Management reported no remaining Wintrust Financial position as of Q1 2024 after selling out during the quarter.
Robeco Institutional Asset Management sold 232 Wintrust Financial shares in Q1 2024, an estimated $21.5K.
Robeco Institutional Asset Management first reported a position in Wintrust Financial in Q3 2018 and held it in 8 quarters.
Robeco Institutional Asset Management's Wintrust Financial position peaked at $938K in Q3 2018.
387 funds tracked by Wall St. Rank held Wintrust Financial as of Q1 2024.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.