Pekin Hardy Strauss’s Credit Suisse Group CS Stock Holding History

Pekin Hardy Strauss’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
2022 Q1	–	Sell	-538,230	Closed	-$5.19M	–	371
2021 Q4	$5.19M	Buy	538,230 +77,630	+17%	+$776K	0.7%	38
2021 Q3	$4.54M	Sell	460,600 -13,730	-3%	-$140K	0.65%	38
2021 Q2	$4.98M	Buy	+474,330	New	+$5.04M	0.69%	37

Other funds holding CS

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

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

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Pekin Hardy Strauss's CS Position: Q1 2022 in Review

Pekin Hardy Strauss sold out of Credit Suisse Group (CS) in Q1 2022, closing a stake of 538,230 shares — an estimated $5.19M sold.

Pekin Hardy Strauss first reported a position in CS in Q2 2021 and held it in 3 quarters. The position peaked at $5.19M in Q4 2021. 203 funds tracked by Wall St. Rank hold CS as of Q1 2022.

Pekin Hardy Strauss reported no remaining Credit Suisse Group position as of Q1 2022 after selling out during the quarter.
Pekin Hardy Strauss sold 538,230 Credit Suisse Group shares in Q1 2022, an estimated $5.19M.
Pekin Hardy Strauss first reported a position in Credit Suisse Group in Q2 2021 and held it in 3 quarters.
Pekin Hardy Strauss's Credit Suisse Group position peaked at $5.19M in Q4 2021.
203 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2022.

Based on Pekin Hardy Strauss's 13F filing for Q1 2022, filed 13 May 2022.