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SummerHaven Investment Management’s Wintrust Financial WTFC Stock Holding History

SummerHaven Investment 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
Q3 		– Sell
-10,373
Closed -$785K – 304
2021
Q2 		$785K Buy
10,373
+263
+3% +$20.6K 0.45% 105
2021
Q1 		$766K Hold
10,110
– – 0.47% 97
2020
Q4 		$618K Buy
+10,110
New +$544K 0.48% 99

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SummerHaven Investment Management's WTFC Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Wintrust Financial (WTFC) in Q3 2021, closing a stake of 10,373 shares — an estimated $785K sold.

SummerHaven Investment Management first reported a position in WTFC in Q4 2020 and held it in 3 quarters. The position peaked at $785K in Q2 2021. 305 funds tracked by Wall St. Rank hold WTFC as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Wintrust Financial position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 10,373 Wintrust Financial shares in Q3 2021, an estimated $785K.
  • SummerHaven Investment Management first reported a position in Wintrust Financial in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Wintrust Financial position peaked at $785K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.