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Seven Eight Capital’s Wintrust Financial WTFC Stock Holding History

Seven Eight Capital’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
2020
Q1 		– Sell
-27,400
Closed -$1.94M – 742
2019
Q4 		$1.94M Sell
27,400
-15,900
-37% -$1.06M 0.1% 308
2019
Q3 		$2.8M Buy
43,300
+31,300
+261% +$2.08M 0.15% 207
2019
Q2 		$878K Buy
+12,000
New +$877K 0.05% 425
2018
Q4 		– Sell
-7,400
Closed -$629K – 733
2018
Q3 		$629K Sell
7,400
-7,400
-50% -$659K 0.04% 420
2018
Q2 		$1.29M Buy
+14,800
New +$1.36M 0.09% 251
2018
Q1 		– Sell
-3,000
Closed -$247K – 552
2017
Q4 		$247K Buy
+3,000
New +$242K 0.03% 414
2017
Q3 		– Sell
-600
Closed -$46K – 645
2017
Q2 		$46K Buy
+600
New +$43K 0.01% 488

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM