Migdal Insurance & Financial Holdings’s Credit Suisse Group CS Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q3	–	Sell	-504	Closed	-$5K	–	798
2020 Q2	$5K	Sell	504 -48	-9%	-$431	﹤0.01%	652
2020 Q1	$4K	Sell	552 -232	-30%	-$2.7K	﹤0.01%	632
2019 Q4	$11K	Sell	784 -69	-8%	-$882	﹤0.01%	704
2019 Q3	$10K	Buy	853 +14	+2%	+$168	﹤0.01%	716
2019 Q2	$10K	Buy	839 +25	+3%	+$305	﹤0.01%	713
2019 Q1	$9K	Sell	814 -75	-8%	-$895	﹤0.01%	678
2018 Q4	$10K	Buy	+889	New	+$11K	﹤0.01%	665

Other funds holding CS

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CS Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Credit Suisse Group (CS) in Q3 2020, closing a stake of 504 shares — an estimated $5K sold.

Migdal Insurance & Financial Holdings first reported a position in CS in Q4 2018 and held it in 7 quarters. The position peaked at $11K in Q4 2019. 173 funds tracked by Wall St. Rank hold CS as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining Credit Suisse Group position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 504 Credit Suisse Group shares in Q3 2020, an estimated $5K.
Migdal Insurance & Financial Holdings first reported a position in Credit Suisse Group in Q4 2018 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's Credit Suisse Group position peaked at $11K in Q4 2019.
173 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.