Apogem Capital’s Credit Suisse Group CS Stock Holding History

Apogem Capital’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
2021 Q2	–	Sell	-20,000	Closed	-$210K	–	217
2021 Q1	$210K	Buy	+20,000	New	+$271K	0.14%	154

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Apogem Capital's CS Position: Q2 2021 in Review

Apogem Capital sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 20,000 shares — an estimated $210K sold.

Apogem Capital first reported a position in CS in Q1 2021 and held it in 1 quarter. The position peaked at $210K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

Apogem Capital reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
Apogem Capital sold 20,000 Credit Suisse Group shares in Q2 2021, an estimated $210K.
Apogem Capital first reported a position in Credit Suisse Group in Q1 2021 and held it in 1 quarter.
Apogem Capital's Credit Suisse Group position peaked at $210K in Q1 2021.
205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Apogem Capital's 13F filing for Q2 2021, filed 16 Aug 2021.