Atom Investors’s Northern Trust NTRS Stock Holding History

Atom Investors’s Portfolio NTRS Stock Details NTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,392	Closed	-$236K	–	519
2023 Q3	$236K	Sell	3,392 -458	-12%	-$34.6K	0.05%	353
2023 Q2	$285K	Buy	+3,850	New	+$296K	0.11%	197

Other funds holding NTRS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atom Investors's NTRS Position: Q4 2023 in Review

Atom Investors sold out of Northern Trust (NTRS) in Q4 2023, closing a stake of 3,392 shares — an estimated $236K sold.

Atom Investors first reported a position in NTRS in Q2 2023 and held it in 2 quarters. The position peaked at $285K in Q2 2023. 671 funds tracked by Wall St. Rank hold NTRS as of Q4 2023.

Atom Investors reported no remaining Northern Trust position as of Q4 2023 after selling out during the quarter.
Atom Investors sold 3,392 Northern Trust shares in Q4 2023, an estimated $236K.
Atom Investors first reported a position in Northern Trust in Q2 2023 and held it in 2 quarters.
Atom Investors's Northern Trust position peaked at $285K in Q2 2023.
671 funds tracked by Wall St. Rank held Northern Trust as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.