CS
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Credit Suisse’s IES Holdings IESC Stock Holding History

Credit Suisse’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$2.34M Sell
19,201
-607
-3% -$58.2K ﹤0.01% 1747
2023
Q4 		$1.57M Buy
19,808
+697
+4% +$48.6K ﹤0.01% 2040
2023
Q3 		$1.26M Buy
19,111
+269
+1% +$17.5K ﹤0.01% 2144
2023
Q2 		$1.07M Buy
18,842
+4,359
+30% +$208K ﹤0.01% 2338
2023
Q1 		$624K Buy
14,483
+2,981
+26% +$122K ﹤0.01% 2622
2022
Q4 		$409K Sell
11,502
-74
-0.6% -$2.4K ﹤0.01% 2901
2022
Q3 		$320K Buy
11,576
+44
+0.4% +$1.36K ﹤0.01% 3051
2022
Q2 		$348K Sell
11,532
-499
-4% -$16.1K ﹤0.01% 3074
2022
Q1 		$484K Buy
12,031
+408
+4% +$18.4K ﹤0.01% 3000
2021
Q4 		$588K Buy
11,623
+57
+0.5% +$2.85K ﹤0.01% 3697
2021
Q3 		$529K Buy
11,566
+490
+4% +$23.8K ﹤0.01% 3768
2021
Q2 		$568K Buy
11,076
+1,130
+11% +$58.6K ﹤0.01% 3764
2021
Q1 		$502K Sell
9,946
-4,431
-31% -$213K ﹤0.01% 3764
2020
Q4 		$661K Buy
14,377
+6,735
+88% +$263K ﹤0.01% 3639
2020
Q3 		$243K Buy
+7,642
New +$209K ﹤0.01% 3760
2017
Q1 		– Sell
-21,871
Closed -$419K – 3922
2016
Q4 		$419K Buy
+21,871
New +$390K ﹤0.01% 3525
2016
Q3 		– Sell
-14,010
Closed -$174K – 4165
2016
Q2 		$174K Sell
14,010
-22,154
-61% -$303K ﹤0.01% 3915
2016
Q1 		$531K Buy
+36,164
New +$444K ﹤0.01% 3199

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Credit Suisse's IESC Position: Q1 2024 in Review

Credit Suisse reduced its IES Holdings (IESC) stake by 3.1% in Q1 2024, selling an estimated $58.2K and leaving 19,201 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Credit Suisse first reported a position in IESC in Q1 2016 and has held it in 18 quarters since. 158 funds tracked by Wall St. Rank hold IESC as of Q1 2024.

  • Credit Suisse held 19,201 shares of IES Holdings worth $2.34M as of Q1 2024.
  • Credit Suisse sold 607 IES Holdings shares in Q1 2024, an estimated $58.2K.
  • IES Holdings made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1747 holding.
  • Credit Suisse first reported a position in IES Holdings in Q1 2016 and has held it in 18 quarters since.
  • 158 funds tracked by Wall St. Rank held IES Holdings as of Q1 2024.

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