Credit Suisse’s Open Text OTEX Stock Holding History

Credit Suisse’s Portfolio OTEX Stock Details OTEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-182,600	Closed	-$5.06M	–	4684
2014 Q3	$5.06M	Buy	+182,600	New	+$4.88M	﹤0.01%	1743

Other funds holding OTEX

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Credit Suisse's OTEX Position: Q1 2024 in Review

Credit Suisse increased its Open Text (OTEX) stake by 2.6% in Q1 2024, buying an estimated $598K and bringing the position to 585,078 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #601.

Credit Suisse first reported a position in OTEX in Q2 2013 and has held it in 43 quarters since. The position peaked at $27.8M in Q2 2021. 275 funds tracked by Wall St. Rank hold OTEX as of Q1 2024.

Credit Suisse held 585,078 shares of Open Text worth $22.7M as of Q1 2024.
Credit Suisse bought 14,867 Open Text shares in Q1 2024, an estimated $598K.
Open Text made up 0.02% of Credit Suisse's portfolio in Q1 2024, its #601 holding.
Credit Suisse first reported a position in Open Text in Q2 2013 and has held it in 43 quarters since.
Credit Suisse's Open Text position peaked at $27.8M in Q2 2021.
275 funds tracked by Wall St. Rank held Open Text as of Q1 2024.

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