Marshall Wace’s Credit Suisse Group CS Stock Holding History

Marshall Wace’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 Q1	–	Sell	-1,547,788	Closed	-$4.71M	–	3379
2022 Q4	$4.71M	Buy	+1,547,788	New	+$6.02M	0.01%	1224
2022 Q3	–	Sell	-172,600	Closed	-$980K	–	3957
2022 Q2	$980K	Sell	172,600 -696,589	-80%	-$4.73M	﹤0.01%	2448
2022 Q1	$6.82M	Buy	869,189 +694,994	+399%	+$6.17M	0.01%	1158
2021 Q4	$1.68M	Buy	+174,195	New	+$1.74M	﹤0.01%	2155

Other funds holding CS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace's CS Position: Q1 2023 in Review

Marshall Wace sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 1,547,788 shares — an estimated $4.71M sold.

Marshall Wace first reported a position in CS in Q4 2021 and held it in 4 quarters. The position peaked at $6.82M in Q1 2022. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

Marshall Wace reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
Marshall Wace sold 1,547,788 Credit Suisse Group shares in Q1 2023, an estimated $4.71M.
Marshall Wace first reported a position in Credit Suisse Group in Q4 2021 and held it in 4 quarters.
Marshall Wace's Credit Suisse Group position peaked at $6.82M in Q1 2022.
188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Marshall Wace's 13F filing for Q1 2023, filed 15 May 2023.