Thomas White International’s Credit Suisse Group CS Stock Holding History

Thomas White International’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
2021 Q1	–	Sell	-64	Closed	-$1K	–	322
2020 Q4	$1K	Buy	+64	New	+$741	﹤0.01%	311
2019 Q4	–	Sell	-150,793	Closed	-$1.84M	–	257
2019 Q3	$1.84M	Sell	150,793 -3,365	-2%	-$40.5K	0.34%	96
2019 Q2	$1.84M	Sell	154,158 -4,114	-3%	-$50.1K	0.32%	93
2019 Q1	$1.84M	Sell	158,272 -7,104	-4%	-$84.8K	0.33%	93
2018 Q4	$1.8M	Sell	165,376 -28,704	-15%	-$355K	0.36%	88
2018 Q3	$2.9M	Sell	194,080 -215	-0.1%	-$3.28K	0.48%	67
2018 Q2	$2.89M	Buy	194,295 +3,476	+2%	+$56K	0.48%	69
2018 Q1	$3.2M	Buy	+190,819	New	+$3.5M	0.53%	65
2014 Q4	–	Sell	-150,688	Closed	-$4.17M	–	361
2014 Q3	$4.17M	Sell	150,688 -11,373	-7%	-$318K	0.6%	59
2014 Q2	$4.6M	Sell	162,061 -10,166	-6%	-$311K	0.64%	55
2014 Q1	$5.58M	Buy	172,227 +4,986	+3%	+$156K	0.79%	48
2013 Q4	$5.19M	Sell	167,241 -635	-0.4%	-$19.3K	0.75%	54
2013 Q3	$5.13M	Buy	+167,876	New	+$4.99M	0.74%	52

Other funds holding CS

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Thomas White International's CS Position: Q1 2021 in Review

Thomas White International sold out of Credit Suisse Group (CS) in Q1 2021, closing a stake of 64 shares — an estimated $1K sold.

Thomas White International first reported a position in CS in Q3 2013 and held it in 13 quarters. The position peaked at $5.58M in Q1 2014. 206 funds tracked by Wall St. Rank hold CS as of Q1 2021.

Thomas White International reported no remaining Credit Suisse Group position as of Q1 2021 after selling out during the quarter.
Thomas White International sold 64 Credit Suisse Group shares in Q1 2021, an estimated $1K.
Thomas White International first reported a position in Credit Suisse Group in Q3 2013 and held it in 13 quarters.
Thomas White International's Credit Suisse Group position peaked at $5.58M in Q1 2014.
206 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2021.

Based on Thomas White International's 13F filing for Q1 2021, filed 12 May 2021.