Credit Suisse’s Custom Truck One Source CTOS Stock Holding History

Credit Suisse’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$245K	Hold	42,167	–	–	﹤0.01%	2871
2023 Q4	$261K	Sell	42,167 -6,016	-12%	-$35.5K	﹤0.01%	2936
2023 Q3	$299K	Sell	48,183 -3,401	-7%	-$22.5K	﹤0.01%	2935
2023 Q2	$348K	Buy	+51,584	New	+$340K	﹤0.01%	2956
2023 Q1	–	Sell	-2	Closed	-$13	–	3365
2022 Q4	$13	Sell	2 -338	-99%	-$2.19K	﹤0.01%	3698
2022 Q3	$2K	Buy	340 +280	+467%	+$1.75K	﹤0.01%	3709
2022 Q2	$0	Buy	+60	New	+$382	﹤0.01%	3993

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Credit Suisse's CTOS Position: Q1 2024 in Review

Credit Suisse held its Custom Truck One Source (CTOS) position steady in Q1 2024 at 42,167 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Credit Suisse first reported a position in CTOS in Q2 2022 and has held it in 7 quarters since. The position peaked at $348K in Q2 2023. 121 funds tracked by Wall St. Rank hold CTOS as of Q1 2024.

Credit Suisse held 42,167 shares of Custom Truck One Source worth $245K as of Q1 2024.
Credit Suisse left its Custom Truck One Source share count unchanged in Q1 2024.
Custom Truck One Source made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2871 holding.
Credit Suisse first reported a position in Custom Truck One Source in Q2 2022 and has held it in 7 quarters since.
Credit Suisse's Custom Truck One Source position peaked at $348K in Q2 2023.
121 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2024.

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