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Credit Suisse’s HBT Financial HBT Stock Holding History

Credit Suisse’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$216K Buy
11,356
+761
+7% +$14.8K ﹤0.01% 2893
2023
Q4 		$224K Sell
10,595
-1,613
-13% -$31K ﹤0.01% 2962
2023
Q3 		$223K Sell
12,208
-591
-5% -$11.3K ﹤0.01% 3006
2023
Q2 		$236K Buy
+12,799
New +$234K ﹤0.01% 3066
2023
Q1 		– Sell
-7,834
Closed -$153K – 3465
2022
Q4 		$153K Buy
7,834
+7,779
+14,144% +$153K ﹤0.01% 3248
2022
Q3 		$1K Buy
55
+43
+358% +$781 ﹤0.01% 3856
2022
Q2 		$0 Buy
+12
New +$211 ﹤0.01% 4084

Other funds holding HBT

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse's HBT Position: Q1 2024 in Review

Credit Suisse increased its HBT Financial (HBT) stake by 7.2% in Q1 2024, buying an estimated $14.8K and bringing the position to 11,356 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2893.

Credit Suisse first reported a position in HBT in Q2 2022 and has held it in 7 quarters since. The position peaked at $236K in Q2 2023. 77 funds tracked by Wall St. Rank hold HBT as of Q1 2024.

  • Credit Suisse held 11,356 shares of HBT Financial worth $216K as of Q1 2024.
  • Credit Suisse bought 761 HBT Financial shares in Q1 2024, an estimated $14.8K.
  • HBT Financial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2893 holding.
  • Credit Suisse first reported a position in HBT Financial in Q2 2022 and has held it in 7 quarters since.
  • Credit Suisse's HBT Financial position peaked at $236K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held HBT Financial as of Q1 2024.

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