Strategic Value Bank Partners’s Wintrust Financial WTFC Stock Holding History

Strategic Value Bank Partners’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 Q3	–	Sell	-69,533	Closed	-$6.85M	–	22
2024 Q2	$6.85M	Hold	69,533	–	–	4.54%	10
2024 Q1	$7.26M	Sell	69,533 -81,688	-54%	-$7.88M	4.75%	9
2023 Q4	$14M	Hold	151,221	–	–	6.85%	3
2023 Q3	$11.4M	Hold	151,221	–	–	6.94%	3
2023 Q2	$11M	Hold	151,221	–	–	7.2%	3
2023 Q1	$11M	Hold	151,221	–	–	6.46%	3
2022 Q4	$12.8M	Hold	151,221	–	–	7.72%	3
2022 Q3	$12.3M	Hold	151,221	–	–	8.21%	3
2022 Q2	$12.1M	Hold	151,221	–	–	9.38%	3
2022 Q1	$14.1M	Hold	151,221	–	–	9.67%	3
2021 Q4	$13.7M	Buy	+151,221	New	+$13.5M	12.43%	1

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Strategic Value Bank Partners's WTFC Position: Q3 2024 in Review

Strategic Value Bank Partners sold out of Wintrust Financial (WTFC) in Q3 2024, closing a stake of 69,533 shares — an estimated $6.85M sold.

Strategic Value Bank Partners first reported a position in WTFC in Q4 2021 and held it in 11 quarters. The position peaked at $14.1M in Q1 2022. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2024.

Strategic Value Bank Partners reported no remaining Wintrust Financial position as of Q3 2024 after selling out during the quarter.
Strategic Value Bank Partners sold 69,533 Wintrust Financial shares in Q3 2024, an estimated $6.85M.
Strategic Value Bank Partners first reported a position in Wintrust Financial in Q4 2021 and held it in 11 quarters.
Strategic Value Bank Partners's Wintrust Financial position peaked at $14.1M in Q1 2022.
418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2024.

Based on Strategic Value Bank Partners's 13F filing for Q3 2024, filed 14 Nov 2024.