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SG Capital Management’s Wintrust Financial WTFC Stock Holding History

SG Capital 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
2021
Q2 		– Sell
-34,552
Closed -$2.62M – 97
2021
Q1 		$2.62M Buy
+34,552
New +$2.47M 0.77% 39

Other funds holding WTFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SG Capital Management's WTFC Position: Q2 2021 in Review

SG Capital Management sold out of Wintrust Financial (WTFC) in Q2 2021, closing a stake of 34,552 shares — an estimated $2.62M sold.

SG Capital Management first reported a position in WTFC in Q1 2021 and held it in 1 quarter. The position peaked at $2.62M in Q1 2021. 297 funds tracked by Wall St. Rank hold WTFC as of Q2 2021.

  • SG Capital Management reported no remaining Wintrust Financial position as of Q2 2021 after selling out during the quarter.
  • SG Capital Management sold 34,552 Wintrust Financial shares in Q2 2021, an estimated $2.62M.
  • SG Capital Management first reported a position in Wintrust Financial in Q1 2021 and held it in 1 quarter.
  • SG Capital Management's Wintrust Financial position peaked at $2.62M in Q1 2021.
  • 297 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2021.

Based on SG Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.