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
LPPE⤦Pepperwood Apartments Llc Recent Activity New Position	0.2%	$1.127M 0 shares@ $0.0 avg price	New Position
LPCR⤦Crossing Apartments Llc Recent Activity New Position	0.18%	$984,411 0 shares@ $0.0 avg price	New Position
LPPE⤦Perry's Crossing Recent Activity New Position	0.17%	$940,191 0 shares@ $0.0 avg price	New Position
LPBA⤦Barrewoods Apartments Llc Recent Activity New Position	0.17%	$938,058 0 shares@ $0.0 avg price	New Position
LPSH⤦Sherwood Lake Apartments L.l.c. Recent Activity New Position	0.15%	$824,293 0 shares@ $0.0 avg price	New Position
LPHF⤦Hftmc Limited Partnership Recent Activity New Position	0.14%	$736,341 0 shares@ $0.0 avg price	New Position
LPPO⤦Point West Apartments Llc Recent Activity New Position	0.09%	$488,129 0 shares@ $0.0 avg price	New Position
LPWI⤦Wilshire Apartments Llc Recent Activity New Position	0.07%	$380,432 0 shares@ $0.0 avg price	New Position
LPCH⤦Chelsea Place Apartments Recent Activity New Position	0.07%	$375,691 0 shares@ $0.0 avg price	New Position
CNHCnh Indl N V Recent Activity New Position	0.07%	$374,659 33,068 shares@ $11.33 avg price	New Position