Franklin Resources
CS

Franklin Resources’s Credit Suisse Group CS Stock Holding History

Franklin Resources’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
Q1 		– Sell
-10,481
Closed -$31.9K – 2416
2022
Q4 		$31.9K Buy
+10,481
New +$40.8K ﹤0.01% 2249
2019
Q1 		– Sell
-16,000
Closed -$174K – 1544
2018
Q4 		$174K Hold
16,000
– – ﹤0.01% 1451
2018
Q3 		$239K Buy
+16,000
New +$244K ﹤0.01% 1473
2016
Q3 		– Sell
-662,699
Closed -$7.09M – 1530
2016
Q2 		$7.09M Sell
662,699
-32,151
-5% -$438K ﹤0.01% 1033
2016
Q1 		$9.82M Buy
694,850
+157,901
+29% +$2.51M 0.01% 990
2015
Q4 		$11.6M Buy
536,949
+19,596
+4% +$457K 0.01% 976
2015
Q3 		$12.4M Buy
517,353
+409,903
+381% +$11.3M 0.01% 964
2015
Q2 		$2.97M Sell
107,450
-338,601
-76% -$9.15M ﹤0.01% 1258
2015
Q1 		$12M Sell
446,051
-9,692
-2% -$231K 0.01% 1011
2014
Q4 		$11.4M Sell
455,743
-48,524
-10% -$1.27M 0.01% 1022
2014
Q3 		$13.9M Sell
504,267
-22,283
-4% -$622K 0.01% 977
2014
Q2 		$14.9M Sell
526,550
-86,160
-14% -$2.64M 0.01% 955
2014
Q1 		$19.8M Sell
612,710
-238
-0% -$7.46K 0.01% 860
2013
Q4 		$19M Buy
612,948
+5,582
+0.9% +$169K 0.01% 821
2013
Q3 		$18.6M Sell
607,366
-82,420
-12% -$2.45M 0.01% 823
2013
Q2 		$18.3M Buy
+689,786
New +$19.4M 0.01% 782

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Franklin Resources's CS Position: Q1 2023 in Review

Franklin Resources sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 10,481 shares — an estimated $31.9K sold.

Franklin Resources first reported a position in CS in Q2 2013 and held it in 16 quarters. The position peaked at $19.8M in Q1 2014. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • Franklin Resources reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 10,481 Credit Suisse Group shares in Q1 2023, an estimated $31.9K.
  • Franklin Resources first reported a position in Credit Suisse Group in Q2 2013 and held it in 16 quarters.
  • Franklin Resources's Credit Suisse Group position peaked at $19.8M in Q1 2014.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.