Number of Shares
126,519.00
Current Holdings Value*
$14.07 Mil
% of Portfolio
1.12%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
19.03%

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

As of 2025-04-30, Fidelity Series Small Cap Core Fund held 126,519.00 shares of Wintrust Financial Corp(WTFC), totaling $14.07 Mil. This investment constitutes 1.12% of their stock portfolio, and Fidelity Series Small Cap Core Fund now holds 0.19% 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 7 purchases of WTFC, at an average price of $103.57, for a total of 126,681.00 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 $2.50 Mil, reflecting a 19.03% 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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