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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
VEEVVeeva Sys Inc
Recent Activity
Increased 2.91%
0.07%
$395,270
1,880 shares@ $210.25 avg price
EQIXEquinix Inc
Recent Activity
Increased 1.02%
0.07%
$376,212
399 shares@ $942.89 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 28.01%
0.06%
$317,467
3,428 shares@ $92.61 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 13.95%
0.06%
$315,197
3,693 shares@ $85.35 avg price
AAVMYAbn Amro Bank N.v.
Recent Activity
Increased 1.58%
0.06%
$310,800
20,157 shares@ $15.42 avg price
FUJHYSubaru Corp
Recent Activity
Increased 1.72%
0.06%
$310,606
34,608 shares@ $8.98 avg price
BKRIYBank Ireland Group Plc
Recent Activity
Increased 6.88%
0.06%
$300,743
32,980 shares@ $9.12 avg price
SOLVSolventum Corp
Recent Activity
Increased 0.09%
0.06%
$296,608
4,490 shares@ $66.06 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Increased 0.9%
0.05%
$269,039
679 shares@ $396.23 avg price
CNXCnx Res Corp
Recent Activity
Increased 2.16%
0.05%
$267,691
7,300 shares@ $36.67 avg price