FIM
CS

Freedom Investment Management’s Credit Suisse Group CS Stock Holding History

Freedom Investment 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
2021
Q2 		– Sell
-269,783
Closed -$2.86M – 922
2021
Q1 		$2.86M Buy
269,783
+21,477
+9% +$291K 0.22% 102
2020
Q4 		$3.18M Sell
248,306
-17,779
-7% -$206K 0.35% 64
2020
Q3 		$2.65M Buy
+266,085
New +$2.85M 0.29% 77

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Freedom Investment Management's CS Position: Q2 2021 in Review

Freedom Investment Management sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 269,783 shares — an estimated $2.86M sold.

Freedom Investment Management first reported a position in CS in Q3 2020 and held it in 3 quarters. The position peaked at $3.18M in Q4 2020. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Freedom Investment Management reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Freedom Investment Management sold 269,783 Credit Suisse Group shares in Q2 2021, an estimated $2.86M.
  • Freedom Investment Management first reported a position in Credit Suisse Group in Q3 2020 and held it in 3 quarters.
  • Freedom Investment Management's Credit Suisse Group position peaked at $3.18M in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Freedom Investment Management's 13F filing for Q2 2021, filed 12 Aug 2021.