SUSAN C GAVINSKI

@Chicago Trust Co Na

Latest period2024 - Q4

Reported6d 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
LPMA⤦Mason Grand Apartments Recent Activity New Position	0.07%	$363,861 0 shares@ $0.0 avg price	New Position
FOURShift4 Pmts Inc Recent Activity New Position	0.06%	$315,491 3,040 shares@ $103.78 avg price	New Position
SQBlock Inc Recent Activity New Position	0.06%	$301,713 3,550 shares@ $84.99 avg price	New Position
PODDInsulet Corp Recent Activity New Position	0.06%	$293,703 1,125 shares@ $261.07 avg price	New Position
LPSU⤦Sugar Run Recent Activity New Position	0.05%	$267,639 0 shares@ $0.0 avg price	New Position
LULULululemon Athletica Inc Recent Activity New Position	0.05%	$249,713 653 shares@ $382.41 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.05%	$240,512 2,176 shares@ $110.53 avg price	New Position
RYAAYRyanair Holdings Plc Recent Activity New Position	0.05%	$232,486 5,333 shares@ $43.6 avg price	New Position
LP5T⤦5th Avenue Investments Llc Recent Activity New Position	0.05%	$230,107 0 shares@ $0.0 avg price	New Position
LPWI⤦Wilshire Tower Apartments Recent Activity New Position	0.04%	$218,812 0 shares@ $0.0 avg price	New Position