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

Madison 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	-280,263	Closed	-$2.2M	–	385
2022 Q1	$2.2M	Sell	280,263 -102,021	-27%	-$906K	0.03%	237
2021 Q4	$3.69M	Sell	382,284 -60,129	-14%	-$601K	0.05%	215
2021 Q3	$4.36M	Buy	442,413 +7,444	+2%	+$76.1K	0.06%	197
2021 Q2	$4.56M	Buy	434,969 +51,075	+13%	+$542K	0.06%	199
2021 Q1	$4.07M	Buy	383,894 +48,084	+14%	+$651K	0.06%	209
2020 Q4	$4.3M	Buy	+335,810	New	+$3.89M	0.06%	198

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

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

Madison Asset Management sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 280,263 shares — an estimated $2.2M sold.

Madison Asset Management first reported a position in CS in Q4 2020 and held it in 6 quarters. The position peaked at $4.56M in Q2 2021. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

Madison Asset Management reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
Madison Asset Management sold 280,263 Credit Suisse Group shares in Q2 2022, an estimated $2.2M.
Madison Asset Management first reported a position in Credit Suisse Group in Q4 2020 and held it in 6 quarters.
Madison Asset Management's Credit Suisse Group position peaked at $4.56M in Q2 2021.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on Madison Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.