Surevest’s Northern Trust NTRS Stock Holding History

Surevest’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
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	472
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	511
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	483
2021 Q4	$1K	Buy	+6	New	+$719	﹤0.01%	491

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Surevest's NTRS Position: Q3 2022 in Review

Surevest held its Northern Trust (NTRS) position steady in Q3 2022 at 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Surevest first reported a position in NTRS in Q4 2021 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold NTRS as of Q3 2022.

Surevest held 6 shares of Northern Trust worth $1K as of Q3 2022.
Surevest left its Northern Trust share count unchanged in Q3 2022.
Northern Trust made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #472 holding.
Surevest first reported a position in Northern Trust in Q4 2021 and has held it in 4 quarters since.
674 funds tracked by Wall St. Rank held Northern Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.