Number of Shares
6,846.00
Current Holdings Value*
$769,900.00
% of Portfolio
2.15%
Total Estimate Gain
$154,574.36
% of Total Estimate Gain
7.27%

Lazard Retirement US Small Cap Equity Select Portfolio's Wintrust Financial Corp Holding Summary

As of 2025-03-31, Lazard Retirement US Small Cap Equity Select Portfolio held 6,846.00 shares of Wintrust Financial Corp(WTFC), totaling $769,900.00. This investment constitutes 2.15% of their stock portfolio, and Lazard Retirement US Small Cap Equity Select Portfolio now holds 0.01% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2019Q3. And since then Lazard Retirement US Small Cap Equity Select Portfolio has made 7 purchases of WTFC, at an average price of $79.65, for a total of 26,703.00 shares. In addition, there have been 8 sales at an average price of $68.67 for 19,857.00 shares. Based on historical transaction data and WTFC's current price of $134.07, Lazard Retirement US Small Cap Equity Select Portfolio's estimated gain on his WTFC holdings is $154,574.36, reflecting a 7.27% gain to date.

Lazard Retirement US Small Cap Equity Select Portfolio WTFC ($134.07) Holding Chart

Lazard Retirement US Small Cap Equity Select Portfolio WTFC ($134.07) 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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