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Credit Suisse’s Invesco Mortgage Capital IVR Stock Holding History

Credit Suisse’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-43,950
Closed -$1.76M – 4531
2021
Q1 		$1.76M Buy
+43,950
New +$1.66M ﹤0.01% 2911

Other funds holding IVR

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse's IVR Position: Q1 2024 in Review

Credit Suisse increased its Invesco Mortgage Capital (IVR) stake by 14% in Q1 2024, buying an estimated $62.3K and bringing the position to 56,896 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Credit Suisse first reported a position in IVR in Q2 2013 and has held it in 44 quarters since. The position peaked at $16.9M in Q2 2014. 141 funds tracked by Wall St. Rank hold IVR as of Q1 2024.

  • Credit Suisse held 56,896 shares of Invesco Mortgage Capital worth $551K as of Q1 2024.
  • Credit Suisse bought 6,941 Invesco Mortgage Capital shares in Q1 2024, an estimated $62.3K.
  • Invesco Mortgage Capital made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2594 holding.
  • Credit Suisse first reported a position in Invesco Mortgage Capital in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Invesco Mortgage Capital position peaked at $16.9M in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2024.

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