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Credit Suisse’s XP XP Stock Holding History

Credit Suisse’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,700,000
Closed -$67.4M – 4602
2020
Q4 		$67.4M Buy
+1,700,000
New +$69.5M 0.03% 565

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Credit Suisse's XP Position: Q1 2024 in Review

Credit Suisse reduced its XP (XP) stake by 90% in Q1 2024, selling an estimated $3.32M and leaving 15,164 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Credit Suisse first reported a position in XP in Q4 2019 and has held it in 18 quarters since. The position peaked at $9.59M in Q2 2020. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Credit Suisse held 15,164 shares of XP worth $389K as of Q1 2024.
  • Credit Suisse sold 132,204 XP shares in Q1 2024, an estimated $3.32M.
  • XP made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2742 holding.
  • Credit Suisse first reported a position in XP in Q4 2019 and has held it in 18 quarters since.
  • Credit Suisse's XP position peaked at $9.59M in Q2 2020.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

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