UB
CS

UMB Bank’s Credit Suisse Group CS Stock Holding History

UMB Bank’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
-384
Closed -$1K – 1806
2022
Q4 		$1K Buy
384
+89
+30% +$346 ﹤0.01% 1693
2022
Q3 		$1K Buy
+295
New +$1.56K ﹤0.01% 1726
2022
Q2 		– Sell
-285
Closed -$2K – 2071
2022
Q1 		$2K Sell
285
-147
-34% -$1.3K ﹤0.01% 1868
2021
Q4 		$4K Buy
+432
New +$4.32K ﹤0.01% 1715

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

UMB Bank's CS Position: Q1 2023 in Review

UMB Bank sold out of Credit Suisse Group (CS) in Q1 2023, closing a stake of 384 shares — an estimated $1K sold.

UMB Bank first reported a position in CS in Q4 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 188 funds tracked by Wall St. Rank hold CS as of Q1 2023.

  • UMB Bank reported no remaining Credit Suisse Group position as of Q1 2023 after selling out during the quarter.
  • UMB Bank sold 384 Credit Suisse Group shares in Q1 2023, an estimated $1K.
  • UMB Bank first reported a position in Credit Suisse Group in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Credit Suisse Group position peaked at $4K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.