Ken Fisher
CS

Ken Fisher’s Credit Suisse Group CS Stock Holding History

Ken Fisher’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
2020
Q1 		– Sell
-62,404
Closed -$839K – 865
2019
Q4 		$839K Sell
62,404
-6,208
-9% -$79.3K ﹤0.01% 606
2019
Q3 		$838K Sell
68,612
-327,799
-83% -$3.94M ﹤0.01% 624
2019
Q2 		$4.75M Sell
396,411
-312,164
-44% -$3.8M 0.01% 440
2019
Q1 		$8.26M Buy
708,575
+40,343
+6% +$481K 0.01% 373
2018
Q4 		$7.26M Sell
668,232
-66,590
-9% -$824K 0.01% 372
2018
Q3 		$11M Buy
734,822
+16,794
+2% +$256K 0.01% 339
2018
Q2 		$10.7M Buy
718,028
+29,944
+4% +$483K 0.01% 339
2018
Q1 		$11.6M Buy
688,084
+28,424
+4% +$521K 0.02% 333
2017
Q4 		$11.8M Buy
659,660
+54,830
+9% +$906K 0.02% 333
2017
Q3 		$9.56M Buy
604,830
+14,383
+2% +$218K 0.01% 330
2017
Q2 		$8.62M Buy
590,447
+437,500
+286% +$6.31M 0.01% 335
2017
Q1 		$2.27M Buy
152,947
+21,289
+16% +$325K ﹤0.01% 421
2016
Q4 		$1.88M Sell
131,658
-1,200,597
-90% -$16.8M ﹤0.01% 427
2016
Q3 		$17.5M Sell
1,332,255
-8,986,656
-87% -$109M 0.03% 259
2016
Q2 		$111M Buy
10,318,911
+249,001
+2% +$3.4M 0.21% 84
2016
Q1 		$150M Buy
10,069,910
+98,723
+1% +$1.57M 0.28% 74
2015
Q4 		$216M Sell
9,971,187
-421,006
-4% -$9.83M 0.42% 64
2015
Q3 		$250M Buy
10,392,193
+309,083
+3% +$8.49M 0.52% 59
2015
Q2 		$278M Buy
10,083,110
+72,502
+0.7% +$1.96M 0.54% 59
2015
Q1 		$270M Buy
10,010,608
+19,577
+0.2% +$467K 0.54% 57
2014
Q4 		$251M Buy
9,991,031
+9,975,937
+66,092% +$261M 0.52% 56
2014
Q3 		$417K Buy
+15,094
New +$421K ﹤0.01% 448

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's CS Position: Q1 2020 in Review

Ken Fisher sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 62,404 shares — an estimated $839K sold.

Ken Fisher first reported a position in CS in Q3 2014 and held it in 22 quarters. The position peaked at $278M in Q2 2015. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

  • Ken Fisher reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
  • Ken Fisher sold 62,404 Credit Suisse Group shares in Q1 2020, an estimated $839K.
  • Ken Fisher first reported a position in Credit Suisse Group in Q3 2014 and held it in 22 quarters.
  • Ken Fisher's Credit Suisse Group position peaked at $278M in Q2 2015.
  • 163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Fisher Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.