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Credit Suisse’s Citizens Financial Group CFG Stock Holding History

Credit Suisse’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-55,800
Closed -$2.62M – 4511
2021
Q3 		$2.62M Sell
55,800
-20,600
-27% -$905K ﹤0.01% 2606
2021
Q2 		$3.5M Buy
76,400
+65,600
+607% +$3.1M ﹤0.01% 2391
2021
Q1 		$477K Buy
+10,800
New +$449K ﹤0.01% 3802

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's CFG Position: Q1 2024 in Review

Credit Suisse reduced its Citizens Financial Group (CFG) stake by 16% in Q1 2024, selling an estimated $5.76M and leaving 916,766 shares worth $33.3M. The position accounts for 0.03% of the portfolio, ranked #487.

Credit Suisse first reported a position in CFG in Q3 2014 and has held it in 39 quarters since. The position peaked at $94.3M in Q4 2016. 717 funds tracked by Wall St. Rank hold CFG as of Q1 2024.

  • Credit Suisse held 916,766 shares of Citizens Financial Group worth $33.3M as of Q1 2024.
  • Credit Suisse sold 175,506 Citizens Financial Group shares in Q1 2024, an estimated $5.76M.
  • Citizens Financial Group made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #487 holding.
  • Credit Suisse first reported a position in Citizens Financial Group in Q3 2014 and has held it in 39 quarters since.
  • Credit Suisse's Citizens Financial Group position peaked at $94.3M in Q4 2016.
  • 717 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.