CT
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Chicago Trust’s Pricesmart PSMT Stock Holding History

Chicago Trust’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Hold
1,823
– – 0.05% 291
2026
Q1 		$274K Sell
1,823
-345
-16% -$50.4K 0.04% 323
2025
Q4 		$266K Sell
2,168
-515
-19% -$62.8K 0.04% 337
2025
Q3 		$325K Buy
2,683
+290
+12% +$32.1K 0.05% 326
2025
Q2 		$251K Buy
2,393
+115
+5% +$11.6K 0.04% 359
2025
Q1 		$200K Hold
2,278
– – 0.04% 352
2024
Q4 		$210K Sell
2,278
-465
-17% -$42.4K 0.04% 335
2024
Q3 		$252K Buy
+2,743
New +$237K 0.04% 318

Other funds holding PSMT

EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return