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
KHCKraft Heinz Co Recent Activity Exited	0%	$434,766 12,383 shares@ $35.11 avg price	Exited
BCOBrinks Co Recent Activity Exited	0%	$341,716 2,955 shares@ $115.64 avg price	Exited
BDXBecton Dickinson & Co Recent Activity Exited	0%	$310,295 1,287 shares@ $241.1 avg price	Exited
KEYSKeysight Technologies Inc Recent Activity Exited	0%	$308,642 1,942 shares@ $158.93 avg price	Exited
ABBNYAbb Ltd Recent Activity Exited	0%	$256,695 4,420 shares@ $58.08 avg price	Exited
MDBMongodb Inc Recent Activity Exited	0%	$255,480 945 shares@ $270.35 avg price	Exited
FNDFloor & Decor Hldgs Inc Recent Activity Exited	0%	$246,476 1,985 shares@ $124.17 avg price	Exited
PHMPulte Group Inc Recent Activity Exited	0%	$242,852 1,692 shares@ $143.53 avg price	Exited
GISGeneral Mls Inc Recent Activity Exited	0%	$237,206 3,212 shares@ $73.85 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$237,054 3,154 shares@ $75.16 avg price	Exited