Loomis Sayles Small Cap Value Fund WTFC Holdings History
Number of Shares
45,084.00
Current Holdings Value*
$5.07 Mil
% of Portfolio
1.56%
Total Estimate Gain
$4.85 Mil
% of Total Estimate Gain
64.16%
Loomis Sayles Small Cap Value Fund's Wintrust Financial Corp Holding Summary
As of 2025-03-31, LOOMIS SAYLES FUNDS I held 45,084.00 shares of Wintrust Financial Corp(WTFC), totaling $5.07 Mil. This investment constitutes 1.56% of their stock portfolio, and LOOMIS SAYLES FUNDS I now holds 0.07% of the outstanding Wintrust Financial Corp(WTFC) stock.
The initial trade took place in 2019Q3. In addition, there have been 7 sales at an average price of $92.35 for 68,859.00 shares. Based on historical transaction data and WTFC's current price of $134.07, Loomis Sayles Small Cap Value Fund's estimated gain on his WTFC holdings is $4.85 Mil, reflecting a 64.16% gain to date.
Loomis Sayles Small Cap Value Fund WTFC ($134.07) Holding Chart
Loomis Sayles Small Cap Value Fund 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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