WI
CSWC icon

Wintrust Investments’s Capital Southwest CSWC Stock Holding History

Wintrust Investments’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,955
Closed -$125K – 437
2024
Q3 		$125K Sell
4,955
-44,595
-90% -$1.13M 0.09% 181
2024
Q2 		$1.29M Buy
49,550
+9,400
+23% +$241K 0.11% 162
2024
Q1 		$1M Buy
+40,150
New +$979K 0.09% 188

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Wintrust Investments's CSWC Position: Q4 2024 in Review

Wintrust Investments sold out of Capital Southwest (CSWC) in Q4 2024, closing a stake of 4,955 shares — an estimated $125K sold.

Wintrust Investments first reported a position in CSWC in Q1 2024 and held it in 3 quarters. The position peaked at $1.29M in Q2 2024. 160 funds tracked by Wall St. Rank hold CSWC as of Q4 2024.

  • Wintrust Investments reported no remaining Capital Southwest position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 4,955 Capital Southwest shares in Q4 2024, an estimated $125K.
  • Wintrust Investments first reported a position in Capital Southwest in Q1 2024 and held it in 3 quarters.
  • Wintrust Investments's Capital Southwest position peaked at $1.29M in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.