Evergreen Capital Management’s Credit Suisse Group CS Stock Holding History

Evergreen Capital Management’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
2022 Q4	–	Sell	-14,107	Closed	-$55K	–	724
2022 Q3	$55K	Sell	14,107 -4,361	-24%	-$23K	﹤0.01%	604
2022 Q2	$105K	Buy	+18,468	New	+$125K	0.01%	548
2022 Q1	–	Sell	-10,159	Closed	-$98K	–	690
2021 Q4	$98K	Buy	10,159 +159	+2%	+$1.59K	﹤0.01%	618
2021 Q3	$99K	Buy	+10,000	New	+$102K	﹤0.01%	571
2018 Q4	–	Sell	-17,849	Closed	-$267K	–	418
2018 Q3	$267K	Buy	17,849 +1,706	+11%	+$26K	0.02%	313
2018 Q2	$253K	Sell	16,143 -745	-4%	-$12K	0.02%	303
2018 Q1	$294K	Buy	+16,888	New	+$309K	0.03%	270
2017 Q4	–	Sell	-13,559	Closed	-$214K	–	252
2017 Q3	$214K	Buy	+13,559	New	+$206K	0.03%	179

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

Evergreen Capital Management's CS Position: Q4 2022 in Review

Evergreen Capital Management sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 14,107 shares — an estimated $55K sold.

Evergreen Capital Management first reported a position in CS in Q3 2017 and held it in 8 quarters. The position peaked at $294K in Q1 2018. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

Evergreen Capital Management reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
Evergreen Capital Management sold 14,107 Credit Suisse Group shares in Q4 2022, an estimated $55K.
Evergreen Capital Management first reported a position in Credit Suisse Group in Q3 2017 and held it in 8 quarters.
Evergreen Capital Management's Credit Suisse Group position peaked at $294K in Q1 2018.
183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on Evergreen Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.