Mercer Global Advisors
CS

Mercer Global Advisors’s Credit Suisse Group CS Stock Holding History

Mercer Global Advisors’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
-12,587
Closed -$11K – 2077
2023
Q1 		$11K Sell
12,587
-120
-0.9% -$335 ﹤0.01% 1913
2022
Q4 		$39K Sell
12,707
-2,350
-16% -$9.14K ﹤0.01% 1877
2022
Q3 		$59K Sell
15,057
-5,421
-26% -$28.6K ﹤0.01% 1757
2022
Q2 		$116K Sell
20,478
-85,312
-81% -$579K ﹤0.01% 1716
2022
Q1 		$830K Sell
105,790
-70,989
-40% -$630K ﹤0.01% 974
2021
Q4 		$1.7M Sell
176,779
-37,179
-17% -$372K 0.01% 681
2021
Q3 		$2.11M Sell
213,958
-71,333
-25% -$729K 0.01% 595
2021
Q2 		$2.99M Sell
285,291
-245,512
-46% -$2.61M 0.02% 448
2021
Q1 		$5.63M Buy
530,803
+1,326
+0.3% +$18K 0.05% 279
2020
Q4 		$6.78M Buy
529,477
+124,590
+31% +$1.44M 0.08% 179
2020
Q3 		$4.04M Buy
404,887
+151,411
+60% +$1.62M 0.06% 231
2020
Q2 		$2.61M Buy
253,476
+166,801
+192% +$1.5M 0.05% 277
2020
Q1 		$701K Buy
+86,675
New +$1.01M 0.02% 572

Other funds holding CS

IA
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

Mercer Global Advisors's CS Position: Q2 2023 in Review

Mercer Global Advisors sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 12,587 shares — an estimated $11K sold.

Mercer Global Advisors first reported a position in CS in Q1 2020 and held it in 13 quarters. The position peaked at $6.78M in Q4 2020. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Mercer Global Advisors reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 12,587 Credit Suisse Group shares in Q2 2023, an estimated $11K.
  • Mercer Global Advisors first reported a position in Credit Suisse Group in Q1 2020 and held it in 13 quarters.
  • Mercer Global Advisors's Credit Suisse Group position peaked at $6.78M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Mercer Global Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.