NTRS β€” NORTHERN TRUST CORP

Ownership history in Core Alternative Capital  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Core Alternative Capital reported a position in NORTHERN TRUST CORP (NTRS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Core Alternative Capital Γ— NTRS AI Analytics

πŸ“‰ Core Alternative Capital underperformed the S&P 500 by –2.3% annually on this NTRS position. Timing score: 29% (2/7 decisions correct). Average cost basis: $96.41. Maximum drawdown during holding period: –38.5%.

πŸ“ˆ Position Alpha vs SPY
-2.3%
annualised excess return

⚠️ Trailed SPY by 2.3% ann. on this position.
15 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$96.41
+38.0% vs current ($133.05)

Best entry: $68.06 (2023 Q2)  Β·  Worst: $104.72 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–38.5%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 2 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NTRS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 13 β€” 0% 0.00% $2K $133.05
2025 Q2 UNCHANGED 13 β€” 0% 0.00% $2K $124.55
2025 Q1 UNCHANGED 13 β€” 0% 0.00% $1K $96.23
2024 Q4 UNCHANGED 13 β€” 0% 0.00% $1K $99.20
2024 Q3 UNCHANGED 13 β€” 0% 0.00% $1K $86.54
2024 Q2 UNCHANGED 13 β€” 0% 0.00% $1K $80.05
2024 Q1 REDUCED 13 -76 -85.4% 0.00% $1K $83.99
2023 Q4 REDUCED 89 -16 -15.2% 0.00% $7K $78.96
2023 Q3 UNCHANGED 105 β€” 0% 0.00% $7K $64.42
2023 Q2 ADDED 105 +11 +11.7% 0.00% $8K $68.06
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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