test

SUSAN C GAVINSKI

@Chicago Trust Co Na

Latest period2024 - Q4ReportedManaged Assets$564.988MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MAMastercard Incorporated
Recent Activity
Decreased -12.06%
0.46%
$2.56M
4,861 shares@ $526.57 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -9.12%
0.45%
$2.51M
62,775 shares@ $39.99 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -0.58%
0.45%
$2.501M
9,865 shares@ $253.56 avg price
EMREmerson Elec Co
Recent Activity
Increased 0.75%
0.45%
$2.5M
20,171 shares@ $123.93 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.82%
0.45%
$2.492M
10,637 shares@ $234.32 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.76%
0.45%
$2.488M
10,385 shares@ $239.61 avg price
WTFCWintrust Finl Corp
Recent Activity
0.44%
$2.469M
19,796 shares@ $124.71 avg price
LPDE⤦Deer Run Apartments
Recent Activity
New Position
0.44%
$2.454M
0 shares@ $0.0 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 10.19%
0.43%
$2.38M
40,205 shares@ $59.2 avg price
SUVE⤦Verona Associates Lp 96.5 Percent
Recent Activity
0.42%
$2.373M
1 shares@ $2372766.0 avg price