Wellington Management Group’s Credit Suisse Group CS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,000
| Closed | -$296K | – | 2091 |
|
|
2019
Q4 | $296K | Hold |
22,000
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q3 | $269K | Hold |
22,000
| – | – | ﹤0.01% | 1966 |
|
|
2019
Q2 | $263K | Hold |
22,000
| – | – | ﹤0.01% | 1993 |
|
|
2019
Q1 | $256K | Buy |
+22,000
| New | +$256K | ﹤0.01% | 1979 |
|
|
2014
Q2 | – | Sell |
-1,363,325
| Closed | -$44.1M | – | 2257 |
|
|
2014
Q1 | $44.1M | Buy |
1,363,325
+98,140
| +8% | +$3.18M | 0.01% | 780 |
|
|
2013
Q4 | $39.3M | Sell |
1,265,185
-62,258
| -5% | -$1.93M | 0.01% | 803 |
|
|
2013
Q3 | $40.6M | Sell |
1,327,443
-57,521
| -4% | -$1.76M | 0.01% | 776 |
|
|
2013
Q2 | $36.6M | Buy |
+1,384,964
| New | +$36.6M | 0.01% | 792 |
|