WG
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Winton Group’s 1st Source SRCE Stock Holding History

Winton Group’s Portfolio SRCE Stock Details SRCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,337
Closed -$441K – 1371
2021
Q3 		$441K Buy
9,337
+353
+4% +$16.1K 0.02% 923
2021
Q2 		$417K Buy
8,984
+838
+10% +$40.2K 0.02% 1018
2021
Q1 		$388K Buy
8,146
+2
+0% +$89 0.02% 1019
2020
Q4 		$328K Sell
8,144
-7,125
-47% -$260K 0.02% 1000
2020
Q3 		$471K Sell
15,269
-4,980
-25% -$168K 0.02% 1136
2020
Q2 		$720K Buy
20,249
+5,435
+37% +$180K 0.02% 1095
2020
Q1 		$480K Sell
14,814
-1,480
-9% -$64K 0.01% 1044
2019
Q4 		$845K Buy
16,294
+7,900
+94% +$397K 0.01% 1109
2019
Q3 		$384K Buy
+8,394
New +$381K ﹤0.01% 1181

Other funds holding SRCE

1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winton Group's SRCE Position: Q4 2021 in Review

Winton Group sold out of 1st Source (SRCE) in Q4 2021, closing a stake of 9,337 shares — an estimated $441K sold.

Winton Group first reported a position in SRCE in Q3 2019 and held it in 9 quarters. The position peaked at $845K in Q4 2019. 130 funds tracked by Wall St. Rank hold SRCE as of Q4 2021.

  • Winton Group reported no remaining 1st Source position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 9,337 1st Source shares in Q4 2021, an estimated $441K.
  • Winton Group first reported a position in 1st Source in Q3 2019 and held it in 9 quarters.
  • Winton Group's 1st Source position peaked at $845K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held 1st Source as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.