Number of Shares
36,232.00
Current Holdings Value*
$4.07 Mil
% of Portfolio
1.23%
Total Estimate Gain
$3.00 Mil
% of Total Estimate Gain
89.55%

Loomis Sayles Small Cap Core Portfolio's Wintrust Financial Corp Holding Summary

As of 2025-03-31, Brighthouse Funds Trust II held 36,232.00 shares of Wintrust Financial Corp(WTFC), totaling $4.07 Mil. This investment constitutes 1.23% of their stock portfolio, and Brighthouse Funds Trust II now holds 0.05% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2019Q3. And since then Loomis Sayles Small Cap Core Portfolio has made 2 purchases of WTFC, at an average price of $62.42, for a total of 53,717.00 shares. In addition, there have been 5 sales at an average price of $90.13 for 17,485.00 shares. Based on historical transaction data and WTFC's current price of $131.92, Loomis Sayles Small Cap Core Portfolio's estimated gain on his WTFC holdings is $3.00 Mil, reflecting a 89.55% gain to date.

Loomis Sayles Small Cap Core Portfolio WTFC ($131.92) Holding Chart

Loomis Sayles Small Cap Core Portfolio WTFC ($131.92) 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