Credit Suisse’s NuScale Power SMR Stock Holding History

Credit Suisse’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$718K	Sell	135,269 -93,922	-41%	-$337K	﹤0.01%	2462
2023 Q4	$754K	Sell	229,191 -7,843	-3%	-$27.9K	﹤0.01%	2516
2023 Q3	$1.16M	Sell	237,034 -3,702	-2%	-$24.4K	﹤0.01%	2195
2023 Q2	$1.64M	Buy	240,736 +18,054	+8%	+$146K	﹤0.01%	2066
2023 Q1	$2.02M	Buy	222,682 +205,413	+1,189%	+$2.06M	﹤0.01%	1859
2022 Q4	$177K	Buy	17,269 +17,153	+14,787%	+$190K	﹤0.01%	3220
2022 Q3	$1K	Buy	116 +34	+41%	+$447	﹤0.01%	3924
2022 Q2	$1K	Buy	+82	New	+$820	﹤0.01%	3837

Other funds holding SMR

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse's SMR Position: Q1 2024 in Review

Credit Suisse reduced its NuScale Power (SMR) stake by 41% in Q1 2024, selling an estimated $337K and leaving 135,269 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Credit Suisse first reported a position in SMR in Q2 2022 and has held it in 8 quarters since. The position peaked at $2.02M in Q1 2023. 134 funds tracked by Wall St. Rank hold SMR as of Q1 2024.

Credit Suisse held 135,269 shares of NuScale Power worth $718K as of Q1 2024.
Credit Suisse sold 93,922 NuScale Power shares in Q1 2024, an estimated $337K.
NuScale Power made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2462 holding.
Credit Suisse first reported a position in NuScale Power in Q2 2022 and has held it in 8 quarters since.
Credit Suisse's NuScale Power position peaked at $2.02M in Q1 2023.
134 funds tracked by Wall St. Rank held NuScale Power as of Q1 2024.

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