OCM
CS

Ovata Capital Management’s Credit Suisse Group CS Stock Holding History

Ovata Capital Management’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
Q1 		– Sell
-250,000
Closed -$750K – 40
2022
Q4 		$750K Buy
+250,000
New +$973K 0.24% 27

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Qube Research & Technologies (QRT)
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Optiver Holding
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Dimensional Fund Advisors
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Citigroup
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Citadel Advisors
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Ovata Capital Management's CS Position: Q1 2023 in Review

Ovata Capital Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 250,000 shares — an estimated $750K sold.

Ovata Capital Management first reported a position in CS in Q4 2022 and held it in 1 quarter. The position peaked at $750K in Q4 2022. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • Ovata Capital Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • Ovata Capital Management sold 250,000 Credit Suisse Group shares in Q1 2023, an estimated $750K.
  • Ovata Capital Management first reported a position in Credit Suisse Group in Q4 2022 and held it in 1 quarter.
  • Ovata Capital Management's Credit Suisse Group position peaked at $750K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Ovata Capital Management's 13F filing for Q1 2023, filed 10 May 2023.