Credit Suisse’s First United FUNC Stock Holding History

Credit Suisse’s Portfolio FUNC Stock Details FUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-38,133	Closed	-$545K	–	4030
2020 Q1	$545K	Buy	38,133 +16,633	+77%	+$351K	﹤0.01%	3062
2019 Q4	$518K	Buy	+21,500	New	+$509K	﹤0.01%	3544

Other funds holding FUNC

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

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

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

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Credit Suisse's FUNC Position: Q2 2020 in Review

Credit Suisse sold out of First United (FUNC) in Q2 2020, closing a stake of 38,133 shares — an estimated $545K sold.

Credit Suisse first reported a position in FUNC in Q4 2019 and held it in 2 quarters. The position peaked at $545K in Q1 2020. 44 funds tracked by Wall St. Rank hold FUNC as of Q2 2020.

Credit Suisse reported no remaining First United position as of Q2 2020 after selling out during the quarter.
Credit Suisse sold 38,133 First United shares in Q2 2020, an estimated $545K.
Credit Suisse first reported a position in First United in Q4 2019 and held it in 2 quarters.
Credit Suisse's First United position peaked at $545K in Q1 2020.
44 funds tracked by Wall St. Rank held First United as of Q2 2020.

Based on Credit Suisse's 13F filing for Q2 2020, filed 12 Aug 2020.