Morningstar Investment Services’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79,849
| Closed | -$256K | – | 240 |
|
|
2022
Q4 | $256K | Sell |
79,849
-3,712
| -4% | -$14.4K | ﹤0.01% | 202 |
|
|
2022
Q3 | $320K | Buy |
83,561
+4,226
| +5% | +$22.3K | ﹤0.01% | 188 |
|
|
2022
Q2 | $461K | Buy |
79,335
+15,433
| +24% | +$105K | 0.01% | 182 |
|
|
2022
Q1 | $517K | Buy |
63,902
+14,420
| +29% | +$128K | 0.01% | 191 |
|
|
2021
Q4 | $477K | Buy |
49,482
+2,903
| +6% | +$29K | 0.01% | 193 |
|
|
2021
Q3 | $465K | Buy |
46,579
+8,622
| +23% | +$88.1K | 0.01% | 191 |
|
|
2021
Q2 | $399K | Buy |
37,957
+12,257
| +48% | +$130K | ﹤0.01% | 191 |
|
|
2021
Q1 | $282K | Sell |
25,700
-1,237
| -5% | -$16.8K | ﹤0.01% | 191 |
|
|
2020
Q4 | $345K | Sell |
26,937
-10,717
| -28% | -$124K | ﹤0.01% | 178 |
|
|
2020
Q3 | $370K | Sell |
37,654
-246
| -0.6% | -$2.64K | 0.01% | 174 |
|
|
2020
Q2 | $385K | Buy |
37,900
+6,798
| +22% | +$61K | 0.01% | 165 |
|
|
2020
Q1 | $261K | Sell |
31,102
-863
| -3% | -$10K | ﹤0.01% | 187 |
|
|
2019
Q4 | $430K | Sell |
31,965
-6,479
| -17% | -$82.8K | 0.01% | 154 |
|
|
2019
Q3 | $469K | Sell |
38,444
-4,091
| -10% | -$49.2K | 0.01% | 147 |
|
|
2019
Q2 | $509K | Sell |
42,535
-1,672
| -4% | -$20.4K | 0.01% | 164 |
|
|
2019
Q1 | $515K | Sell |
44,207
-6,073
| -12% | -$72.5K | 0.01% | 157 |
|
|
2018
Q4 | $546K | Sell |
50,280
-1,542
| -3% | -$19.1K | 0.01% | 150 |
|
|
2018
Q3 | $774K | Sell |
51,822
-2,808
| -5% | -$42.8K | 0.01% | 141 |
|
|
2018
Q2 | $813K | Buy |
54,630
+4,752
| +10% | +$76.6K | 0.02% | 140 |
|
|
2018
Q1 | $837K | Buy |
49,878
+10,076
| +25% | +$185K | 0.02% | 145 |
|
|
2017
Q4 | $710K | Buy |
39,802
+3,853
| +11% | +$63.7K | 0.01% | 147 |
|
|
2017
Q3 | $568K | Buy |
35,949
+4,199
| +13% | +$63.7K | 0.01% | 152 |
|
|
2017
Q2 | $464K | Buy |
31,750
+5,624
| +22% | +$81.2K | 0.01% | 152 |
|
|
2017
Q1 | $388K | Buy |
26,126
+5,798
| +29% | +$88.5K | 0.01% | 157 |
|
|
2016
Q4 | $291K | Sell |
20,328
-94
| -0.5% | -$1.32K | 0.01% | 165 |
|
|
2016
Q3 | $268K | Buy |
20,422
+154
| +0.8% | +$1.86K | 0.01% | 198 |
|
|
2016
Q2 | $220K | Buy |
20,268
+2,779
| +16% | +$37.9K | 0.01% | 203 |
|
|
2016
Q1 | $247K | Sell |
17,489
-11,507
| -40% | -$183K | 0.01% | 197 |
|
|
2015
Q4 | $629K | Sell |
28,996
-3,285
| -10% | -$76.7K | 0.02% | 171 |
|
|
2015
Q3 | $776K | Sell |
32,281
-936
| -3% | -$25.7K | 0.03% | 169 |
|
|
2015
Q2 | $917K | Sell |
33,217
-595
| -2% | -$16.1K | 0.04% | 163 |
|
|
2015
Q1 | $911K | Buy |
33,812
+24,279
| +255% | +$579K | 0.04% | 156 |
|
|
2014
Q4 | $239K | Buy |
+9,533
| New | +$250K | 0.01% | 204 |
|
Other funds holding CS
Morningstar Investment Services's CS Position: Q1 2023 in Review
Morningstar Investment Services sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 79,849 shares — an estimated $256K sold.
Morningstar Investment Services first reported a position in CS in Q4 2014 and held it in 33 quarters. The position peaked at $917K in Q2 2015. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.
- Morningstar Investment Services reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
- Morningstar Investment Services sold 79,849 Credit Suisse Group shares in Q1 2023, an estimated $256K.
- Morningstar Investment Services first reported a position in Credit Suisse Group in Q4 2014 and held it in 33 quarters.
- Morningstar Investment Services's Credit Suisse Group position peaked at $917K in Q2 2015.
- 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.
Based on Morningstar Investment Services's 13F filing for Q1 2023, filed 15 May 2023.