Brinker Capital Investments’s Credit Suisse Group CS Stock Holding History

Brinker Capital Investments’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
2023 Q1	–	Sell	-31,154	Closed	-$94.7K	–	1673
2022 Q4	$94.7K	Sell	31,154 -192	-0.6%	-$747	﹤0.01%	1316
2022 Q3	$123K	Sell	31,346 -26,876	-46%	-$142K	﹤0.01%	1298
2022 Q2	$330K	Sell	58,222 -3,169	-5%	-$21.5K	0.01%	1132
2022 Q1	$482K	Sell	61,391 -42,758	-41%	-$380K	0.01%	1064
2021 Q4	$1M	Buy	104,149 +36,664	+54%	+$366K	0.01%	816
2021 Q3	$708K	Hold	67,485	–	–	0.01%	871
2021 Q2	$708K	Buy	+67,485	New	+$717K	0.01%	926

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brinker Capital Investments's CS Position: Q1 2023 in Review

Brinker Capital Investments sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 31,154 shares — an estimated $94.7K sold.

Brinker Capital Investments first reported a position in CS in Q2 2021 and held it in 7 quarters. The position peaked at $1M in Q4 2021. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Brinker Capital Investments reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Brinker Capital Investments sold 31,154 Credit Suisse Group shares in Q1 2023, an estimated $94.7K.
Brinker Capital Investments first reported a position in Credit Suisse Group in Q2 2021 and held it in 7 quarters.
Brinker Capital Investments's Credit Suisse Group position peaked at $1M in Q4 2021.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.