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MPS Loria Financial Planners’s Northern Trust NTRS Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-1,112
Closed -$116K – 422
2021
Q1 		$116K Hold
1,112
– – 0.05% 105
2020
Q4 		$103K Buy
1,112
+7
+0.6% +$617 0.05% 113
2020
Q3 		$86K Hold
1,105
– – 0.04% 111
2020
Q2 		$88K Buy
+1,105
New +$87.6K 0.05% 111
2017
Q3 		– Sell
-1,505
Closed -$134K – 256
2017
Q2 		$134K Buy
+1,505
New +$135K 0.09% 98

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's NTRS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Northern Trust (NTRS) in Q2 2021, closing a stake of 1,112 shares — an estimated $116K sold.

MPS Loria Financial Planners first reported a position in NTRS in Q2 2017 and held it in 5 quarters. The position peaked at $134K in Q2 2017. 657 funds tracked by Wall St. Rank hold NTRS as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Northern Trust position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,112 Northern Trust shares in Q2 2021, an estimated $116K.
  • MPS Loria Financial Planners first reported a position in Northern Trust in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Northern Trust position peaked at $134K in Q2 2017.
  • 657 funds tracked by Wall St. Rank held Northern Trust as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.