SC
CS

Searle & Co’s Credit Suisse Group CS Stock Holding History

Searle & Co’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
Q2 		– Sell
-22,500
Closed -$20.1K – 155
2023
Q1 		$20.1K Buy
22,500
+5,000
+29% +$13.9K 0.01% 147
2022
Q4 		$53.2K Buy
+17,500
New +$68.1K 0.02% 147

Other funds holding CS

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Searle & Co's CS Position: Q2 2023 in Review

Searle & Co sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 22,500 shares — an estimated $20.1K sold.

Searle & Co first reported a position in CS in Q4 2022 and held it in 2 quarters. The position peaked at $53.2K in Q4 2022. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • Searle & Co reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • Searle & Co sold 22,500 Credit Suisse Group shares in Q2 2023, an estimated $20.1K.
  • Searle & Co first reported a position in Credit Suisse Group in Q4 2022 and held it in 2 quarters.
  • Searle & Co's Credit Suisse Group position peaked at $53.2K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Searle & Co's 13F filing for Q2 2023, filed 11 Aug 2023.