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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
TMUST-mobile Us Inc
Recent Activity
Increased 0.88%
0.05%
$253,839
1,150 shares@ $220.73 avg price
CTASCintas Corp
Recent Activity
Increased 1.27%
0.05%
$249,385
1,365 shares@ $182.7 avg price
OKTAOkta Inc
Recent Activity
Increased 6.53%
0.05%
$245,855
3,120 shares@ $78.8 avg price
HENOYHenkel Ag & Co Kgaa
Recent Activity
Increased 2.17%
0.05%
$243,673
11,113 shares@ $21.93 avg price
BAHBooz Allen Hamilton Hldg Cor
Recent Activity
Increased 0.16%
0.05%
$243,500
1,892 shares@ $128.7 avg price
STLAStellantis N.v
Recent Activity
Increased 2.94%
0.05%
$234,064
17,936 shares@ $13.05 avg price
CDEVYCity Devs Ltd
Recent Activity
Increased 2.26%
0.05%
$227,636
60,768 shares@ $3.75 avg price
DHID R Horton Inc
Recent Activity
Increased 0.57%
0.04%
$223,851
1,601 shares@ $139.82 avg price
HWCHancock Whitney Corporation
Recent Activity
Increased 1.4%
0.04%
$218,496
3,993 shares@ $54.72 avg price
EHCEncompass Health Corp
Recent Activity
Increased 2.23%
0.04%
$216,375
2,343 shares@ $92.35 avg price