Wellington Management Group’s Credit Suisse Group CS Stock Holding History

Wellington Management Group’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
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	+$262K	﹤0.01%	1979
2014 Q2	–	Sell	-1,363,325	Closed	-$44.1M	–	2257
2014 Q1	$44.1M	Buy	1,363,325 +98,140	+8%	+$3.08M	0.01%	780
2013 Q4	$39.3M	Sell	1,265,185 -62,258	-5%	-$1.89M	0.01%	803
2013 Q3	$40.6M	Sell	1,327,443 -57,521	-4%	-$1.71M	0.01%	776
2013 Q2	$36.6M	Buy	+1,384,964	New	+$38.9M	0.01%	792

Other funds holding CS

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group's CS Position: Q1 2020 in Review

Wellington Management Group sold out of Credit Suisse Group (CS) in Q1 2020, closing a stake of 22,000 shares — an estimated $296K sold.

Wellington Management Group first reported a position in CS in Q2 2013 and held it in 8 quarters. The position peaked at $44.1M in Q1 2014. 162 funds tracked by Wall St. Rank hold CS as of Q1 2020.

Wellington Management Group reported no remaining Credit Suisse Group position as of Q1 2020 after selling out during the quarter.
Wellington Management Group sold 22,000 Credit Suisse Group shares in Q1 2020, an estimated $296K.
Wellington Management Group first reported a position in Credit Suisse Group in Q2 2013 and held it in 8 quarters.
Wellington Management Group's Credit Suisse Group position peaked at $44.1M in Q1 2014.
162 funds tracked by Wall St. Rank held Credit Suisse Group as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.