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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
MSTRMicrostrategy Inc
Recent Activity
Increased 1.39%
0.1%
$528,556
1,825 shares@ $289.62 avg price
NOWServicenow Inc
Recent Activity
Increased 9.94%
0.1%
$527,939
498 shares@ $1060.12 avg price
TSCOTractor Supply Co
Recent Activity
Increased 364.76%
0.1%
$524,762
9,890 shares@ $53.06 avg price
WECWec Energy Group Inc
Recent Activity
Increased 1.02%
0.1%
$522,767
5,559 shares@ $94.04 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 15.01%
0.09%
$504,846
1,916 shares@ $263.49 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Increased 0.2%
0.09%
$504,205
2,040 shares@ $247.16 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 44.5%
0.09%
$499,065
4,131 shares@ $120.81 avg price
COPConocophillips
Recent Activity
Increased 92.6%
0.08%
$433,372
4,370 shares@ $99.17 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 7.03%
0.08%
$416,750
1,218 shares@ $342.16 avg price
HCXLYHiscox Ltd
Recent Activity
Increased 75.25%
0.08%
$396,813
14,628 shares@ $27.13 avg price