Chicago Trust CO Na has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $469 Million distributed in 661 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.8M, Microsoft Corp with a value of $31.3M, Nvidia Corp with a value of $17.1M, Abb Vie Inc. with a value of $12.6M, and Abbott Laboratories with a value of $11.6M.

Examining the 13F form we can see an increase of $57.6M in the current position value, from $411M to 469M.

Below you can find more details about Chicago Trust CO Na portfolio as well as his latest detailed transactions.

Portfolio value $469 Million
Technology: $129 Million
Healthcare: $78.1 Million
Financial Services: $69.1 Million
Industrials: $49.8 Million
Consumer Cyclical: $35 Million
Communication Services: $26.7 Million
Consumer Defensive: $26.5 Million
Energy: $22.9 Million
Other: $31.2 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 661
  • Current Value $469 Million
  • Prior Value $411 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 70 stocks
  • Additional Purchases 162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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