Number of Shares
20,000.00
Current Holdings Value*
$1.97 Mil
% of Portfolio
1.82%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
39.59%

ClearBridge Small Cap Value Fund's Wintrust Financial Corp Holding Summary

As of 2024-06-30, LEGG MASON PARTNERS EQUITY TRUST held 20,000.00 shares of Wintrust Financial Corp(WTFC), totaling $1.97 Mil. This investment constitutes 1.82% of their stock portfolio, and LEGG MASON PARTNERS EQUITY TRUST now holds 0.03% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2019Q3. And since then ClearBridge Small Cap Value Fund has made 2 purchases of WTFC, at an average price of $72.47, for a total of 71,030.00 shares. In addition, there have been 3 sales at an average price of $89.99 for 51,030.00 shares. Based on historical transaction data and WTFC's current price of $129.66, ClearBridge Small Cap Value Fund's estimated gain on his WTFC holdings is $2.04 Mil, reflecting a 39.59% gain to date.

ClearBridge Small Cap Value Fund WTFC ($129.66) Holding Chart

ClearBridge Small Cap Value Fund WTFC ($129.66) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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