CCM
CS

Copeland Capital Management’s Credit Suisse Group CS Stock Holding History

Copeland Capital Management’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
-237
Closed -$3K – 290
2021
Q1 		$3K Buy
237
+56
+31% +$758 ﹤0.01% 244
2020
Q4 		$2K Buy
+181
New +$2.1K ﹤0.01% 266

Other funds holding CS

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Arrowstreet Capital
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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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Copeland Capital Management's CS Position: Q2 2021 in Review

Copeland Capital Management sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 237 shares — an estimated $3K sold.

Copeland Capital Management first reported a position in CS in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Copeland Capital Management reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Copeland Capital Management sold 237 Credit Suisse Group shares in Q2 2021, an estimated $3K.
  • Copeland Capital Management first reported a position in Credit Suisse Group in Q4 2020 and held it in 2 quarters.
  • Copeland Capital Management's Credit Suisse Group position peaked at $3K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Copeland Capital Management's 13F filing for Q2 2021, filed 19 Jul 2021.