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South Dakota Investment Council’s Wintrust Financial WTFC Stock Holding History

South Dakota Investment Council’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
2023
Q4 		– Sell
-1,379
Closed -$104K – 633
2023
Q3 		$104K Sell
1,379
-19,796
-93% -$1.56M ﹤0.01% 604
2023
Q2 		$1.54M Hold
21,175
– – 0.03% 398
2023
Q1 		$1.54M Hold
21,175
– – 0.03% 402
2022
Q4 		$1.79M Hold
21,175
– – 0.04% 354
2022
Q3 		$1.73M Sell
21,175
-11,300
-35% -$959K 0.04% 327
2022
Q2 		$2.6M Sell
32,475
-18,454
-36% -$1.59M 0.06% 270
2022
Q1 		$4.73M Hold
50,929
– – 0.09% 193
2021
Q4 		$4.63M Sell
50,929
-6,600
-11% -$589K 0.08% 220
2021
Q3 		$4.62M Hold
57,529
– – 0.08% 210
2021
Q2 		$4.35M Sell
57,529
-1,240
-2% -$96.9K 0.08% 226
2021
Q1 		$4.46M Sell
58,769
-9,074
-13% -$648K 0.07% 226
2020
Q4 		$4.14M Hold
67,843
– – 0.08% 219
2020
Q3 		$2.72M Hold
67,843
– – 0.06% 250
2020
Q2 		$2.96M Buy
67,843
+18,902
+39% +$755K 0.07% 219
2020
Q1 		$1.61M Sell
48,941
-49
-0.1% -$2.72K 0.04% 296
2019
Q4 		$3.47M Sell
48,990
-810
-2% -$54K 0.07% 228
2019
Q3 		$3.22M Buy
49,800
+19,000
+62% +$1.26M 0.06% 268
2019
Q2 		$2.25M Buy
30,800
+4,800
+18% +$351K 0.05% 292
2019
Q1 		$1.75M Buy
+26,000
New +$1.86M 0.04% 336

Other funds holding WTFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

South Dakota Investment Council's WTFC Position: Q4 2023 in Review

South Dakota Investment Council sold out of Wintrust Financial (WTFC) in Q4 2023, closing a stake of 1,379 shares — an estimated $104K sold.

South Dakota Investment Council first reported a position in WTFC in Q1 2019 and held it in 19 quarters. The position peaked at $4.73M in Q1 2022. 394 funds tracked by Wall St. Rank hold WTFC as of Q4 2023.

  • South Dakota Investment Council reported no remaining Wintrust Financial position as of Q4 2023 after selling out during the quarter.
  • South Dakota Investment Council sold 1,379 Wintrust Financial shares in Q4 2023, an estimated $104K.
  • South Dakota Investment Council first reported a position in Wintrust Financial in Q1 2019 and held it in 19 quarters.
  • South Dakota Investment Council's Wintrust Financial position peaked at $4.73M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Wintrust Financial as of Q4 2023.

Based on South Dakota Investment Council's 13F filing for Q4 2023, filed 1 Feb 2024.