KOC
CS

Koss-Olinger Consulting’s Credit Suisse Group CS Stock Holding History

Koss-Olinger Consulting’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
Q4 		– Sell
-175,982
Closed -$690K – 284
2022
Q3 		$690K Buy
175,982
+76,605
+77% +$404K 0.12% 75
2022
Q2 		$563K Sell
99,377
-43,943
-31% -$298K 0.1% 74
2022
Q1 		$1.13M Buy
143,320
+89,320
+165% +$793K 0.18% 54
2021
Q4 		$521K Buy
54,000
+15,329
+40% +$153K 0.08% 105
2021
Q3 		$381K Buy
+38,671
New +$395K 0.06% 147

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koss-Olinger Consulting's CS Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Credit Suisse Group (CS) in Q4 2022, closing a stake of 175,982 shares — an estimated $690K sold.

Koss-Olinger Consulting first reported a position in CS in Q3 2021 and held it in 5 quarters. The position peaked at $1.13M in Q1 2022. 183 funds tracked by Wall St. Rank hold CS as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining Credit Suisse Group position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 175,982 Credit Suisse Group shares in Q4 2022, an estimated $690K.
  • Koss-Olinger Consulting first reported a position in Credit Suisse Group in Q3 2021 and held it in 5 quarters.
  • Koss-Olinger Consulting's Credit Suisse Group position peaked at $1.13M in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Credit Suisse Group as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.