Gemmer Asset Management’s Credit Suisse Group CS Stock Holding History

Gemmer Asset 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 Q2	–	Sell	-169	Closed	-$1K	–	1235
2022 Q1	$1K	Buy	169 +32	+23%	+$284	﹤0.01%	1213
2021 Q4	$1K	Buy	137 +12	+10%	+$120	﹤0.01%	1244
2021 Q3	$1K	Buy	125 +12	+11%	+$123	﹤0.01%	1260
2021 Q2	$1K	Hold	113	–	–	﹤0.01%	1488
2021 Q1	$1K	Hold	113	–	–	﹤0.01%	1454
2020 Q4	$1K	Hold	113	–	–	﹤0.01%	1413
2020 Q3	$1K	Hold	113	–	–	﹤0.01%	1319
2020 Q2	$1K	Buy	+113	New	+$1.01K	﹤0.01%	1294
2020 Q1	–	Sell	-152	Closed	-$2K	–	1472
2019 Q4	$2K	Hold	152	–	–	﹤0.01%	1264
2019 Q3	$2K	Hold	152	–	–	﹤0.01%	1286
2019 Q2	$2K	Hold	152	–	–	﹤0.01%	1279
2019 Q1	$2K	Hold	152	–	–	﹤0.01%	1299
2018 Q4	$2K	Buy	152 +5	+3%	+$62	﹤0.01%	1259
2018 Q3	$2K	Sell	147 -133	-48%	-$2.03K	﹤0.01%	1308
2018 Q2	$4K	Buy	280 +109	+64%	+$1.76K	﹤0.01%	1136
2018 Q1	$3K	Buy	+171	New	+$3.13K	﹤0.01%	1231

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Gemmer Asset Management's CS Position: Q2 2022 in Review

Gemmer Asset Management sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 169 shares — an estimated $1K sold.

Gemmer Asset Management first reported a position in CS in Q1 2018 and held it in 16 quarters. The position peaked at $4K in Q2 2018. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Gemmer Asset Management reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 169 Credit Suisse Group shares in Q2 2022, an estimated $1K.
Gemmer Asset Management first reported a position in Credit Suisse Group in Q1 2018 and held it in 16 quarters.
Gemmer Asset Management's Credit Suisse Group position peaked at $4K in Q2 2018.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.