Orion Portfolio Solutions’s Credit Suisse Group CS Stock Holding History

Orion Portfolio Solutions’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 Q1	–	Sell	-7	Closed	–	–	2403
2019 Q4	$0	Buy	+7	New	+$89	﹤0.01%	1990

Other funds holding CS

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

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

BIP

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

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

PPA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's CS Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 7 shares.

Orion Portfolio Solutions first reported a position in CS in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 163 funds tracked by Wall St. Rank hold CS as of Q1 2020.

Orion Portfolio Solutions reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 7 Credit Suisse Group shares in Q1 2020.
Orion Portfolio Solutions first reported a position in Credit Suisse Group in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Credit Suisse Group position peaked at $0 in Q4 2019.
163 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.