MIP
CS

Marietta Investment Partners’s Credit Suisse Group CS Stock Holding History

Marietta Investment Partners’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
2021
Q2 		– Sell
-44,235
Closed -$469K – 184
2021
Q1 		$469K Buy
44,235
+2,625
+6% +$35.5K 0.12% 124
2020
Q4 		$533K Buy
+41,610
New +$482K 0.14% 104

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PPA
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D.E. Shaw & Co
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Marietta Investment Partners's CS Position: Q2 2021 in Review

Marietta Investment Partners sold out of Credit Suisse Group (CS) in Q2 2021, closing a stake of 44,235 shares — an estimated $469K sold.

Marietta Investment Partners first reported a position in CS in Q4 2020 and held it in 2 quarters. The position peaked at $533K in Q4 2020. 205 funds tracked by Wall St. Rank hold CS as of Q2 2021.

  • Marietta Investment Partners reported no remaining Credit Suisse Group position as of Q2 2021 after selling out during the quarter.
  • Marietta Investment Partners sold 44,235 Credit Suisse Group shares in Q2 2021, an estimated $469K.
  • Marietta Investment Partners first reported a position in Credit Suisse Group in Q4 2020 and held it in 2 quarters.
  • Marietta Investment Partners's Credit Suisse Group position peaked at $533K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2021.

Based on Marietta Investment Partners's 13F filing for Q2 2021, filed 13 Aug 2021.