Mariner’s Credit Suisse Group CS Stock Holding History

Mariner’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
2023 Q2	–	Sell	-132,412	Closed	-$118K	–	2966
2023 Q1	$118K	Buy	132,412 +59,077	+81%	+$165K	﹤0.01%	2544
2022 Q4	$223K	Sell	73,335 -82,474	-53%	-$321K	﹤0.01%	2266
2022 Q3	$611K	Buy	+155,809	New	+$822K	﹤0.01%	1302

Other funds holding CS

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Mariner's CS Position: Q2 2023 in Review

Mariner sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 132,412 shares — an estimated $118K sold.

Mariner first reported a position in CS in Q3 2022 and held it in 3 quarters. The position peaked at $611K in Q3 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Mariner reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Mariner sold 132,412 Credit Suisse Group shares in Q2 2023, an estimated $118K.
Mariner first reported a position in Credit Suisse Group in Q3 2022 and held it in 3 quarters.
Mariner's Credit Suisse Group position peaked at $611K in Q3 2022.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Mariner's 13F filing for Q2 2023, filed 11 Aug 2023.