Jones Financial Companies
CS

Jones Financial Companies’s Credit Suisse Group CS Stock Holding History

Jones Financial Companies’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
Q3 		– Sell
-18
Closed – – 762
2022
Q2 		$0 Sell
18
-392
-96% -$2.66K ﹤0.01% 858
2022
Q1 		$3K Buy
+410
New +$3.64K ﹤0.01% 638
2013
Q4 		– Sell
-3,687
Closed -$113K – 567
2013
Q3 		$113K Hold
3,687
– – ﹤0.01% 231
2013
Q2 		$98K Buy
+3,687
New +$104K ﹤0.01% 260

Other funds holding CS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jones Financial Companies's CS Position: Q3 2022 in Review

Jones Financial Companies sold out of Credit Suisse Group (CS) in Q3 2022, closing a stake of 18 shares.

Jones Financial Companies first reported a position in CS in Q2 2013 and held it in 4 quarters. The position peaked at $113K in Q3 2013. 178 funds tracked by Wall St. Rank hold CS as of Q3 2022.

  • Jones Financial Companies reported no remaining Credit Suisse Group position as of Q3 2022 after selling out during the quarter.
  • Jones Financial Companies sold 18 Credit Suisse Group shares in Q3 2022.
  • Jones Financial Companies first reported a position in Credit Suisse Group in Q2 2013 and held it in 4 quarters.
  • Jones Financial Companies's Credit Suisse Group position peaked at $113K in Q3 2013.
  • 178 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2022.

Based on Jones Financial Companies's 13F filing for Q3 2022, filed 3 Nov 2022.