WW
NTRS icon

Westshore Wealth’s Northern Trust NTRS Stock Holding History

Westshore Wealth’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
2019
Q4 		$510K Buy
+4,800
New +$491K 0.56% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Westshore Wealth's NTRS Position: Q4 2019 in Review

Westshore Wealth opened a new position in Northern Trust (NTRS) in Q4 2019: 4,800 shares worth $510K. The stake represents 0.56% of the portfolio and ranks #36 among its holdings.

680 funds tracked by Wall St. Rank hold NTRS as of Q4 2019.

  • Westshore Wealth held 4,800 shares of Northern Trust worth $510K as of Q4 2019.
  • Northern Trust was a new Westshore Wealth position in Q4 2019.
  • Northern Trust made up 0.56% of Westshore Wealth's portfolio in Q4 2019, its #36 holding.
  • 680 funds tracked by Wall St. Rank held Northern Trust as of Q4 2019.

Based on Westshore Wealth's 13F filing for Q4 2019, filed 30 Mar 2020.