HSBC Holdings’s Credit Suisse Group CS Stock Holding History

HSBC Holdings’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
2018 Q3	–	Sell	-82,000	Closed	-$1.22M	–	2702
2018 Q2	$1.22M	Buy	+82,000	New	+$1.32M	﹤0.01%	1700

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

HSBC Holdings's CS Position: Q4 2020 in Review

HSBC Holdings sold out of Credit Suisse Group (CS) in Q4 2020, closing a stake of 14,888 shares — an estimated $149K sold.

HSBC Holdings first reported a position in CS in Q2 2013 and held it in 23 quarters. The position peaked at $3.81M in Q3 2013. 200 funds tracked by Wall St. Rank hold CS as of Q4 2020.

HSBC Holdings reported no remaining Credit Suisse Group position as of Q4 2020 after selling out during the quarter.
HSBC Holdings sold 14,888 Credit Suisse Group shares in Q4 2020, an estimated $149K.
HSBC Holdings first reported a position in Credit Suisse Group in Q2 2013 and held it in 23 quarters.
HSBC Holdings's Credit Suisse Group position peaked at $3.81M in Q3 2013.
200 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2020.

Based on HSBC Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.