Number of Shares
118,619.00
Current Holdings Value*
$15.52 Mil
% of Portfolio
1.11%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
19.91%

Fidelity Series Small Cap Core Fund's Wintrust Financial Corp Holding Summary

As of 2025-01-31, Fidelity Series Small Cap Core Fund held 118,619.00 shares of Wintrust Financial Corp(WTFC), totaling $15.52 Mil. This investment constitutes 1.11% of their stock portfolio, and Fidelity Series Small Cap Core Fund now holds 0.18% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2023Q1. And since then Fidelity Series Small Cap Core Fund has made 6 purchases of WTFC, at an average price of $102.80, for a total of 118,781.00 shares. In addition, there have been 1 sales at an average price of $89.93 for 162.00 shares. Based on historical transaction data and WTFC's current price of $123.32, Fidelity Series Small Cap Core Fund's estimated gain on his WTFC holdings is $2.43 Mil, reflecting a 19.91% gain to date.

Fidelity Series Small Cap Core Fund WTFC ($123.32) Holding Chart

Fidelity Series Small Cap Core Fund WTFC ($123.32) 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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