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

McCarthy 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	-250	Closed	-$2K	–	330
2022 Q1	$2K	Hold	250	–	–	﹤0.01%	307
2021 Q4	$2K	Buy	250 +100	+67%	+$999	﹤0.01%	305
2021 Q3	$1K	Hold	150	–	–	﹤0.01%	336
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	367
2021 Q1	$2K	Hold	150	–	–	﹤0.01%	324
2020 Q4	$2K	Buy	+150	New	+$1.74K	﹤0.01%	297

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

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

McCarthy Asset Management sold out of Credit Suisse Group (CS) in Q2 2022, closing a stake of 250 shares — an estimated $2K sold.

McCarthy Asset Management first reported a position in CS in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 186 funds tracked by Wall St. Rank hold CS as of Q2 2022.

McCarthy Asset Management reported no remaining Credit Suisse Group position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 250 Credit Suisse Group shares in Q2 2022, an estimated $2K.
McCarthy Asset Management first reported a position in Credit Suisse Group in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Credit Suisse Group position peaked at $2K in Q1 2022.
186 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.