CS
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Credit Suisse’s Union Bankshares UNB Stock Holding History

Credit Suisse’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-77
Closed -$1.8K – 3718
2022
Q4 		$1.8K Hold
77
– – ﹤0.01% 3551
2022
Q3 		$2K Hold
77
– – ﹤0.01% 3768
2022
Q2 		$2K Buy
+77
New +$2.23K ﹤0.01% 3797

Other funds holding UNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse's UNB Position: Q1 2023 in Review

Credit Suisse sold out of Union Bankshares (UNB) in Q1 2023, closing a stake of 77 shares — an estimated $1.8K sold.

Credit Suisse first reported a position in UNB in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 26 funds tracked by Wall St. Rank hold UNB as of Q1 2023.

  • Credit Suisse reported no remaining Union Bankshares position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 77 Union Bankshares shares in Q1 2023, an estimated $1.8K.
  • Credit Suisse first reported a position in Union Bankshares in Q2 2022 and held it in 3 quarters.
  • Credit Suisse's Union Bankshares position peaked at $2K in Q3 2022.
  • 26 funds tracked by Wall St. Rank held Union Bankshares as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.