CS
EBTC

Credit Suisse’s Enterprise Bancorp EBTC Stock Holding History

Credit Suisse’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-51
Closed -$1K – 3990
2022
Q3 		$1K Buy
51
+41
+410% +$1.32K ﹤0.01% 3836
2022
Q2 		$0 Buy
+10
New +$342 ﹤0.01% 4018
2017
Q4 		– Sell
-6,641
Closed -$241K – 4031
2017
Q3 		$241K Buy
+6,641
New +$226K ﹤0.01% 3847
2014
Q2 		– Sell
-10,765
Closed -$219K – 4686
2014
Q1 		$219K Buy
+10,765
New +$213K ﹤0.01% 4296

Other funds holding EBTC

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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Credit Suisse's EBTC Position: Q4 2022 in Review

Credit Suisse sold out of Enterprise Bancorp (EBTC) in Q4 2022, closing a stake of 51 shares — an estimated $1K sold.

Credit Suisse first reported a position in EBTC in Q1 2014 and held it in 4 quarters. The position peaked at $241K in Q3 2017. 65 funds tracked by Wall St. Rank hold EBTC as of Q4 2022.

  • Credit Suisse reported no remaining Enterprise Bancorp position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 51 Enterprise Bancorp shares in Q4 2022, an estimated $1K.
  • Credit Suisse first reported a position in Enterprise Bancorp in Q1 2014 and held it in 4 quarters.
  • Credit Suisse's Enterprise Bancorp position peaked at $241K in Q3 2017.
  • 65 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.