Number of Shares
20,000.00
Current Holdings Value*
$1.97 Mil
% of Portfolio
1.82%
Total Estimate Gain
$2.11 Mil
% of Total Estimate Gain
41.01%

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 $133.30, ClearBridge Small Cap Value Fund's estimated gain on his WTFC holdings is $2.11 Mil, reflecting a 41.01% gain to date.

ClearBridge Small Cap Value Fund WTFC ($133.30) Holding Chart

ClearBridge Small Cap Value Fund WTFC ($133.30) 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 %

Top Ranked Articles

  • 1