Credit Suisse’s Southern Missouri Bancorp SMBC Stock Holding History

Credit Suisse’s Portfolio SMBC Stock Details SMBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$351K	Buy	8,028 +915	+13%	+$41.2K	﹤0.01%	2774
2023 Q4	$380K	Sell	7,113 -715	-9%	-$31.8K	﹤0.01%	2848
2023 Q3	$303K	Sell	7,828 -514	-6%	-$22K	﹤0.01%	2933
2023 Q2	$321K	Buy	8,342 +1,918	+30%	+$70.6K	﹤0.01%	2983
2023 Q1	$240K	Buy	6,424 +703	+12%	+$31.6K	﹤0.01%	3063
2022 Q4	$262K	Buy	5,721 +5,676	+12,613%	+$286K	﹤0.01%	3095
2022 Q3	$2K	Buy	45 +37	+463%	+$1.89K	﹤0.01%	3758
2022 Q2	$0	Buy	+8	New	+$362	﹤0.01%	4276
2017 Q4	–	Sell	-6,399	Closed	-$233K	–	4187
2017 Q3	$233K	Buy	+6,399	New	+$208K	﹤0.01%	3860
2016 Q2	–	Sell	-20,446	Closed	-$491K	–	4335
2016 Q1	$491K	Buy	+20,446	New	+$481K	﹤0.01%	3251

Other funds holding SMBC

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

MTIC

Missouri Trust & Investment Company Springfield, Missouri $341M AUM 17.31% 1-Year Est. Return

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

Credit Suisse's SMBC Position: Q1 2024 in Review

Credit Suisse increased its Southern Missouri Bancorp (SMBC) stake by 13% in Q1 2024, buying an estimated $41.2K and bringing the position to 8,028 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2774.

Credit Suisse first reported a position in SMBC in Q1 2016 and has held it in 10 quarters since. The position peaked at $491K in Q1 2016. 92 funds tracked by Wall St. Rank hold SMBC as of Q1 2024.

Credit Suisse held 8,028 shares of Southern Missouri Bancorp worth $351K as of Q1 2024.
Credit Suisse bought 915 Southern Missouri Bancorp shares in Q1 2024, an estimated $41.2K.
Southern Missouri Bancorp made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2774 holding.
Credit Suisse first reported a position in Southern Missouri Bancorp in Q1 2016 and has held it in 10 quarters since.
Credit Suisse's Southern Missouri Bancorp position peaked at $491K in Q1 2016.
92 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q1 2024.

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