SUSAN C GAVINSKI

@Chicago Trust Co Na

Latest period2024 - Q4

Reported5d ago

Managed Assets$564.988M

Total holdings360

Assets growth rate-2.58%

Assets growth rate (2-Q avg)7.54%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chicago Trust Co Na's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Chicago Trust Co Na over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 564.988M in assets, with a quarterly growth rate of -2.58% and a 2-quarter average growth rate of 7.54%. The portfolio is managed by SUSAN C GAVINSKI, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LPBA⤦Barrington Lakes Lllp Recent Activity New Position	0.65%	$3.637M 0 shares@ $0.0 avg price	New Position
LPMA⤦Mason Grand Apartments Recent Activity New Position	0.52%	$2.889M 0 shares@ $0.0 avg price	New Position
LPAL⤦Alden Pond Apartments Recent Activity New Position	0.47%	$2.632M 0 shares@ $0.0 avg price	New Position
LPDE⤦Deer Run Apartments Recent Activity New Position	0.44%	$2.454M 0 shares@ $0.0 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.4%	$2.232M 30,906 shares@ $72.23 avg price	New Position
LPSU⤦Sugar Run Recent Activity New Position	0.34%	$1.891M 0 shares@ $0.0 avg price	New Position
LPHR⤦Hflr Llc Recent Activity New Position	0.26%	$1.43M 0 shares@ $0.0 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.23%	$1.288M 1,256 shares@ $1025.11 avg price	New Position
LPSH⤦Sherwood Lake Apartments Recent Activity New Position	0.22%	$1.187M 0 shares@ $0.0 avg price	New Position
LPIN⤦Innova Apartments Recent Activity New Position	0.21%	$1.179M 0 shares@ $0.0 avg price	New Position