EI
CS

Ethic Inc’s Credit Suisse Group CS Stock Holding History

Ethic Inc’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-96,428
Closed -$85.8K – 1024
2023
Q1 		$85.8K Buy
96,428
+76,897
+394% +$215K ﹤0.01% 933
2022
Q4 		$59.4K Sell
19,531
-35,545
-65% -$138K ﹤0.01% 883
2022
Q3 		$216K Sell
55,076
-86,949
-61% -$459K 0.01% 727
2022
Q2 		$805K Sell
142,025
-74,454
-34% -$505K 0.06% 363
2022
Q1 		$1.7M Buy
216,479
+90,752
+72% +$806K 0.12% 223
2021
Q4 		$1.21M Buy
125,727
+39,452
+46% +$394K 0.09% 253
2021
Q3 		$851K Buy
86,275
+26,218
+44% +$268K 0.09% 256
2021
Q2 		$630K Buy
60,057
+5,398
+10% +$57.3K 0.08% 298
2021
Q1 		$579K Sell
54,659
-5,153
-9% -$69.8K 0.1% 247
2020
Q4 		$766K Buy
59,812
+13,871
+30% +$161K 0.2% 122
2020
Q3 		$458K Buy
45,941
+17,007
+59% +$182K 0.18% 144
2020
Q2 		$298K Buy
+28,934
New +$260K 0.17% 167

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ethic Inc's CS Position: Q2 2023 in Review

Ethic Inc sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 96,428 shares — an estimated $85.8K sold.

Ethic Inc first reported a position in CS in Q2 2020 and held it in 12 quarters. The position peaked at $1.7M in Q1 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Ethic Inc reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Ethic Inc sold 96,428 Credit Suisse Group shares in Q2 2023, an estimated $85.8K.
  • Ethic Inc first reported a position in Credit Suisse Group in Q2 2020 and held it in 12 quarters.
  • Ethic Inc's Credit Suisse Group position peaked at $1.7M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Ethic Inc's 13F filing for Q2 2023, filed 14 Aug 2023.