Rockefeller Capital Management
CS

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

Rockefeller 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
-1,200
Closed -$3K – 4163
2022
Q4 		$3K Sell
1,200
-92
-7% -$358 ﹤0.01% 3519
2022
Q3 		$4K Sell
1,292
-867
-40% -$4.58K ﹤0.01% 3448
2022
Q2 		$10K Sell
2,159
-5,767
-73% -$39.1K ﹤0.01% 3142
2022
Q1 		$61K Buy
7,926
+4,861
+159% +$43.1K ﹤0.01% 2209
2021
Q4 		$28K Sell
3,065
-5,011
-62% -$50.1K ﹤0.01% 2488
2021
Q3 		$78K Buy
8,076
+1,306
+19% +$13.3K ﹤0.01% 1970
2021
Q2 		$70K Buy
6,770
+6,507
+2,474% +$69.1K ﹤0.01% 1938
2021
Q1 		$2K Sell
263
-759
-74% -$10.3K ﹤0.01% 3138
2020
Q4 		$12K Sell
1,022
-7
-0.7% -$81 ﹤0.01% 2190
2020
Q3 		$10K Buy
1,029
+610
+146% +$6.54K ﹤0.01% 2029
2020
Q2 		$4K Sell
419
-91
-18% -$817 ﹤0.01% 2188
2020
Q1 		$4K Buy
+510
New +$5.93K ﹤0.01% 2049
2019
Q4 		– Sell
-404
Closed -$5K – 2250
2019
Q3 		$5K Sell
404
-2,952
-88% -$35.5K ﹤0.01% 1653
2019
Q2 		$40K Sell
3,356
-5,958
-64% -$72.6K ﹤0.01% 863
2019
Q1 		$109K Buy
+9,314
New +$111K ﹤0.01% 734

Other funds holding CS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockefeller Capital Management's CS Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 1,200 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in CS in Q1 2019 and held it in 15 quarters. The position peaked at $109K in Q1 2019. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,200 Credit Suisse Group shares in Q1 2023, an estimated $3K.
  • Rockefeller Capital Management first reported a position in Credit Suisse Group in Q1 2019 and held it in 15 quarters.
  • Rockefeller Capital Management's Credit Suisse Group position peaked at $109K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.