Sit Investment Associates’s Wintrust Financial WTFC Stock Holding History

Sit Investment Associates’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 Q3	–	Sell	-2,250	Closed	-$98K	–	536
2020 Q2	$98K	Sell	2,250 -2,625	-54%	-$105K	﹤0.01%	482
2020 Q1	$160K	Hold	4,875	–	–	0.01%	439
2019 Q4	$346K	Sell	4,875 -5,700	-54%	-$380K	0.01%	407
2019 Q3	$683K	Hold	10,575	–	–	0.02%	359
2019 Q2	$774K	Hold	10,575	–	–	0.02%	364
2019 Q1	$712K	Hold	10,575	–	–	0.02%	369
2018 Q4	$703K	Sell	10,575 -3,050	-22%	-$232K	0.02%	362
2018 Q3	$1.16M	Sell	13,625 -2,800	-17%	-$249K	0.03%	321
2018 Q2	$1.43M	Buy	16,425 +1,875	+13%	+$172K	0.04%	319
2018 Q1	$1.25M	Buy	14,550 +690	+5%	+$59.4K	0.03%	333
2017 Q4	$1.14M	Buy	13,860 +1,095	+9%	+$88.2K	0.03%	355
2017 Q3	$1M	Buy	12,765 +665	+5%	+$49.4K	0.02%	354
2017 Q2	$925K	Buy	12,100 +850	+8%	+$60.9K	0.02%	358
2017 Q1	$778K	Buy	11,250 +9,650	+603%	+$693K	0.02%	378
2016 Q4	$116K	Buy	+1,600	New	+$99.4K	﹤0.01%	448

Other funds holding WTFC

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sit Investment Associates's WTFC Position: Q3 2020 in Review

Sit Investment Associates sold out of Wintrust Financial (WTFC) in Q3 2020, closing a stake of 2,250 shares — an estimated $98K sold.

Sit Investment Associates first reported a position in WTFC in Q4 2016 and held it in 15 quarters. The position peaked at $1.43M in Q2 2018. 259 funds tracked by Wall St. Rank hold WTFC as of Q3 2020.

Sit Investment Associates reported no remaining Wintrust Financial position as of Q3 2020 after selling out during the quarter.
Sit Investment Associates sold 2,250 Wintrust Financial shares in Q3 2020, an estimated $98K.
Sit Investment Associates first reported a position in Wintrust Financial in Q4 2016 and held it in 15 quarters.
Sit Investment Associates's Wintrust Financial position peaked at $1.43M in Q2 2018.
259 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2020.

Based on Sit Investment Associates's 13F filing for Q3 2020, filed 12 Nov 2020.