Morgan Stanley
CS

Morgan Stanley’s Credit Suisse Group CS Stock Holding History

Morgan Stanley’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
-5,001,756
Closed -$4.45M – 7767
2023
Q1 		$4.45M Buy
5,001,756
+1,057,435
+27% +$2.95M ﹤0.01% 3875
2022
Q4 		$12M Sell
3,944,321
-2,468,764
-38% -$9.6M ﹤0.01% 2900
2022
Q3 		$25.1M Buy
6,413,085
+1,066,863
+20% +$5.63M ﹤0.01% 1960
2022
Q2 		$30.3M Buy
5,346,222
+3,138,430
+142% +$21.3M ﹤0.01% 1838
2022
Q1 		$17.3M Buy
2,207,792
+567,457
+35% +$5.04M ﹤0.01% 2269
2021
Q4 		$15.8M Sell
1,640,335
-398,362
-20% -$3.98M ﹤0.01% 2411
2021
Q3 		$20.1M Buy
2,038,697
+239,557
+13% +$2.45M ﹤0.01% 2080
2021
Q2 		$18.9M Sell
1,799,140
-192,878
-10% -$2.05M ﹤0.01% 2216
2021
Q1 		$21.1M Buy
1,992,018
+667,939
+50% +$9.04M ﹤0.01% 1857
2020
Q4 		$16.9M Sell
1,324,079
-248,583
-16% -$2.88M ﹤0.01% 1960
2020
Q3 		$15.7M Buy
1,572,662
+191,273
+14% +$2.05M ﹤0.01% 1656
2020
Q2 		$14.2M Sell
1,381,389
-699,034
-34% -$6.28M ﹤0.01% 1668
2020
Q1 		$16.8M Buy
2,080,423
+216,846
+12% +$2.52M ﹤0.01% 1402
2019
Q4 		$25.1M Buy
1,863,577
+592,047
+47% +$7.57M 0.01% 1461
2019
Q3 		$15.5M Buy
1,271,530
+135,660
+12% +$1.63M ﹤0.01% 1693
2019
Q2 		$13.6M Sell
1,135,870
-40,119
-3% -$489K ﹤0.01% 1836
2019
Q1 		$13.7M Sell
1,175,989
-34,066
-3% -$406K ﹤0.01% 1738
2018
Q4 		$13.1M Sell
1,210,055
-1,440,394
-54% -$17.8M ﹤0.01% 1831
2018
Q3 		$39.6M Sell
2,650,449
-35,258
-1% -$538K 0.01% 1117
2018
Q2 		$40M Sell
2,685,707
-930,730
-26% -$15M 0.01% 1046
2018
Q1 		$60.7M Sell
3,616,437
-2,177,495
-38% -$39.9M 0.02% 809
2017
Q4 		$103M Buy
5,793,932
+487,134
+9% +$8.05M 0.03% 577
2017
Q3 		$83.8M Sell
5,306,798
-26,656
-0.5% -$405K 0.03% 651
2017
Q2 		$77.9M Buy
5,333,454
+295,596
+6% +$4.27M 0.02% 683
2017
Q1 		$74.8M Buy
5,037,858
+3,660,158
+266% +$55.9M 0.02% 703
2016
Q4 		$19.7M Buy
1,377,700
+382,958
+38% +$5.37M 0.01% 1546
2016
Q3 		$13.1M Buy
994,742
+630,106
+173% +$7.63M ﹤0.01% 1785
2016
Q2 		$3.9M Sell
364,636
-151,656
-29% -$2.07M ﹤0.01% 2837
2016
Q1 		$7.29M Buy
516,292
+126,021
+32% +$2M ﹤0.01% 2152
2015
Q4 		$8.46M Sell
390,271
-40,555
-9% -$947K ﹤0.01% 2141
2015
Q3 		$10.4M Buy
430,826
+115,351
+37% +$3.17M ﹤0.01% 1920
2015
Q2 		$8.71M Sell
315,475
-161,537
-34% -$4.37M ﹤0.01% 2239
2015
Q1 		$12.8M Buy
477,012
+194,837
+69% +$4.64M ﹤0.01% 1813
2014
Q4 		$7.08M Sell
282,175
-85,480
-23% -$2.24M ﹤0.01% 2385
2014
Q3 		$10.2M Sell
367,655
-10,456
-3% -$292K ﹤0.01% 1998
2014
Q2 		$10.7M Sell
378,111
-102,222
-21% -$3.13M ﹤0.01% 1973
2014
Q1 		$15.6M Sell
480,333
-82,303
-15% -$2.58M 0.01% 1592
2013
Q4 		$17.5M Sell
562,636
-87,225
-13% -$2.65M 0.01% 1462
2013
Q3 		$19.9M Sell
649,861
-319,421
-33% -$9.5M 0.01% 1236
2013
Q2 		$25.6M Buy
+969,282
New +$27.2M 0.01% 1012

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

Morgan Stanley's CS Position: Q2 2023 in Review

Morgan Stanley sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 5,001,756 shares — an estimated $4.45M sold.

Morgan Stanley first reported a position in CS in Q2 2013 and held it in 40 quarters. The position peaked at $103M in Q4 2017. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Morgan Stanley reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Morgan Stanley sold 5,001,756 Credit Suisse Group shares in Q2 2023, an estimated $4.45M.
  • Morgan Stanley first reported a position in Credit Suisse Group in Q2 2013 and held it in 40 quarters.
  • Morgan Stanley's Credit Suisse Group position peaked at $103M in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.