William Blair Investment Management’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-272,197
| Closed | -$28.4M | – | 456 |
|
|
2024
Q1 | $28.4M | Sell |
272,197
-105,390
| -28% | -$11M | 0.07% | 252 |
|
|
2023
Q4 | $35M | Sell |
377,587
-39,263
| -9% | -$3.64M | 0.1% | 200 |
|
|
2023
Q3 | $31.5M | Sell |
416,850
-77,710
| -16% | -$5.87M | 0.1% | 200 |
|
|
2023
Q2 | $35.9M | Sell |
494,560
-79,696
| -14% | -$5.79M | 0.12% | 184 |
|
|
2023
Q1 | $41.9M | Buy |
574,256
+62,493
| +12% | +$4.56M | 0.15% | 142 |
|
|
2022
Q4 | $43.3M | Buy |
511,763
+20,154
| +4% | +$1.7M | 0.17% | 131 |
|
|
2022
Q3 | $40.1M | Buy |
491,609
+27,028
| +6% | +$2.2M | 0.16% | 135 |
|
|
2022
Q2 | $37.2M | Sell |
464,581
-5,354
| -1% | -$429K | 0.14% | 164 |
|
|
2022
Q1 | $43.7M | Buy |
469,935
+229,942
| +96% | +$21.4M | 0.13% | 171 |
|
|
2021
Q4 | $21.8M | Buy |
239,993
+4,419
| +2% | +$401K | 0.06% | 283 |
|
|
2021
Q3 | $18.9M | Sell |
235,574
-112,844
| -32% | -$9.07M | 0.05% | 319 |
|
|
2021
Q2 | $26.4M | Buy |
348,418
+43,954
| +14% | +$3.32M | 0.08% | 192 |
|
|
2021
Q1 | $23.1M | Buy |
304,464
+71,420
| +31% | +$5.41M | 0.07% | 203 |
|
|
2020
Q4 | $14.2M | Buy |
233,044
+28,537
| +14% | +$1.74M | 0.05% | 245 |
|
|
2020
Q3 | $8.19M | Buy |
204,507
+5,714
| +3% | +$229K | 0.03% | 290 |
|
|
2020
Q2 | $8.67M | Sell |
198,793
-12,434
| -6% | -$542K | 0.04% | 262 |
|
|
2020
Q1 | $6.94M | Buy |
211,227
+131,314
| +164% | +$4.32M | 0.03% | 263 |
|
|
2019
Q4 | $5.67M | Sell |
79,913
-7,378
| -8% | -$523K | 0.02% | 320 |
|
|
2019
Q3 | $5.64M | Buy |
+87,291
| New | +$5.64M | 0.02% | 316 |
|