Number of Shares
108,466.00
Current Holdings Value*
$12.20 Mil
% of Portfolio
2.55%
Total Estimate Gain
$12.92 Mil
% of Total Estimate Gain
67.51%

MOODY ALDRICH PARTNERS LLC's Wintrust Financial Corp Holding Summary

As of 2025-03-31, MOODY ALDRICH PARTNERS LLC held 108,466.00 shares of Wintrust Financial Corp(WTFC), totaling $12.20 Mil. This investment constitutes 2.55% of their stock portfolio, and MOODY ALDRICH PARTNERS LLC now holds 0.16% of the outstanding Wintrust Financial Corp(WTFC) stock.

The initial trade took place in 2018Q2. And since then MOODY ALDRICH PARTNERS LLC has made 8 purchases of WTFC, at an average price of $56.27, for a total of 340,032.00 shares. In addition, there have been 13 sales at an average price of $80.21 for 231,566.00 shares. Based on historical transaction data and WTFC's current price of $124.26, MOODY ALDRICH PARTNERS LLC's estimated gain on his WTFC holdings is $12.92 Mil, reflecting a 67.51% gain to date.

MOODY ALDRICH PARTNERS LLC WTFC ($124.26) Holding Chart

MOODY ALDRICH PARTNERS LLC WTFC ($124.26) 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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