Berman Capital Advisors’s Credit Suisse Group CS Stock Holding History

Berman Capital Advisors’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 Q3	$11K	Buy	1,203 +30	+3%	+$307	﹤0.01%	1170
2021 Q2	$12K	Sell	1,173 -450	-28%	-$4.78K	﹤0.01%	1101
2021 Q1	$17K	Buy	1,623 +88	+6%	+$1.19K	﹤0.01%	854
2020 Q4	$19K	Buy	1,535 +120	+8%	+$1.39K	﹤0.01%	694
2020 Q3	$14K	Hold	1,415	–	–	﹤0.01%	704
2020 Q2	$13K	Buy	1,415 +1,091	+337%	+$9.8K	﹤0.01%	681
2020 Q1	$1K	Sell	324 -762	-70%	-$8.87K	﹤0.01%	1412
2019 Q4	$14K	Hold	1,086	–	–	﹤0.01%	642
2019 Q3	$13K	Buy	1,086 +646	+147%	+$7.77K	﹤0.01%	648
2019 Q2	$5K	Sell	440 -49	-10%	-$597	﹤0.01%	989
2019 Q1	$5K	Sell	489 -676	-58%	-$8.06K	﹤0.01%	891
2018 Q4	$12K	Buy	+1,165	New	+$14.4K	﹤0.01%	481

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Berman Capital Advisors's CS Position: Q3 2021 in Review

Berman Capital Advisors increased its Credit Suisse Group (CS) stake by 2.6% in Q3 2021, buying an estimated $307 and bringing the position to 1,203 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Berman Capital Advisors first reported a position in CS in Q4 2018 and has held it in 12 quarters since. The position peaked at $19K in Q4 2020. 194 funds tracked by Wall St. Rank hold CS as of Q3 2021.

Berman Capital Advisors held 1,203 shares of Credit Suisse Group worth $11K as of Q3 2021.
Berman Capital Advisors bought 30 Credit Suisse Group shares in Q3 2021, an estimated $307.
Credit Suisse Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1170 holding.
Berman Capital Advisors first reported a position in Credit Suisse Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Credit Suisse Group position peaked at $19K in Q4 2020.
194 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.