AG
CS

Aperio Group’s Credit Suisse Group CS Stock Holding History

Aperio Group’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$19.1M Buy
1,492,477
+7,410
+0.5% +$85.8K 0.06% 325
2020
Q3 		$14.8M Buy
1,485,067
+238,412
+19% +$2.55M 0.05% 350
2020
Q2 		$12.9M Buy
1,246,655
+45,449
+4% +$408K 0.05% 382
2020
Q1 		$9.72M Sell
1,201,206
-261,434
-18% -$3.04M 0.04% 419
2019
Q4 		$19.7M Buy
1,462,640
+1,989
+0.1% +$25.4K 0.07% 302
2019
Q3 		$17.8M Buy
1,460,651
+229,732
+19% +$2.76M 0.07% 310
2019
Q2 		$14.7M Buy
1,230,919
+112,734
+10% +$1.37M 0.06% 353
2019
Q1 		$13M Buy
1,118,185
+172,751
+18% +$2.06M 0.06% 368
2018
Q4 		$10.3M Sell
945,434
-250,670
-21% -$3.1M 0.05% 397
2018
Q3 		$17.9M Buy
1,196,104
+56,693
+5% +$864K 0.08% 287
2018
Q2 		$17M Sell
1,139,411
-67,785
-6% -$1.09M 0.08% 283
2018
Q1 		$20.3M Buy
1,207,196
+223,901
+23% +$4.1M 0.1% 235
2017
Q4 		$17.6M Buy
983,295
+64,171
+7% +$1.06M 0.09% 267
2017
Q3 		$14.5M Buy
919,124
+59,163
+7% +$898K 0.08% 295
2017
Q2 		$12.6M Buy
859,961
+42,192
+5% +$609K 0.08% 309
2017
Q1 		$12.1M Buy
817,769
+14,937
+2% +$228K 0.08% 283
2016
Q4 		$11.5M Sell
802,832
-56,661
-7% -$794K 0.09% 266
2016
Q3 		$11.3M Buy
859,493
+317,497
+59% +$3.84M 0.08% 288
2016
Q2 		$5.8M Buy
541,996
+120,220
+29% +$1.64M 0.05% 464
2016
Q1 		$5.96M Buy
421,776
+92,496
+28% +$1.47M 0.05% 417
2015
Q4 		$7.14M Sell
329,280
-58,311
-15% -$1.36M 0.07% 337
2015
Q3 		$9.31M Buy
387,591
+53,329
+16% +$1.46M 0.09% 257
2015
Q2 		$9.23M Buy
334,262
+62,959
+23% +$1.7M 0.1% 259
2015
Q1 		$7.31M Sell
271,303
-65,160
-19% -$1.55M 0.08% 303
2014
Q4 		$8.44M Buy
336,463
+88,781
+36% +$2.33M 0.1% 237
2014
Q3 		$6.85M Sell
247,682
-51,693
-17% -$1.44M 0.09% 270
2014
Q2 		$8.49M Sell
299,375
-10,598
-3% -$324K 0.12% 212
2014
Q1 		$10M Buy
+309,973
New +$9.71M 0.14% 171
2013
Q4 		– Sell
-218,302
Closed -$6.62M – 207
2013
Q3 		$6.67M Buy
218,302
+35,074
+19% +$1.04M 0.13% 187
2013
Q2 		$4.85M Buy
+183,228
New +$5.15M 0.12% 208

Other funds holding CS

EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Aperio Group's CS Position: Q4 2020 in Review

Aperio Group increased its Credit Suisse Group (CS) stake by 0.5% in Q4 2020, buying an estimated $85.8K and bringing the position to 1,492,477 shares worth $19.1M. The position accounts for 0.06% of the portfolio, ranked #325.

Aperio Group first reported a position in CS in Q2 2013 and has held it in 30 quarters since. The position peaked at $20.3M in Q1 2018. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

  • Aperio Group held 1,492,477 shares of Credit Suisse Group worth $19.1M as of Q4 2020.
  • Aperio Group bought 7,410 Credit Suisse Group shares in Q4 2020, an estimated $85.8K.
  • Credit Suisse Group made up 0.06% of Aperio Group's portfolio in Q4 2020, its #325 holding.
  • Aperio Group first reported a position in Credit Suisse Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Credit Suisse Group position peaked at $20.3M in Q1 2018.
  • 200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.