William Blair & Company
CS

William Blair & Company’s Credit Suisse Group CS Stock Holding History

William Blair & Company’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
-42,415
Closed -$37.7K – 1886
2023
Q1 		$37.7K Buy
42,415
+20,000
+89% +$55.8K ﹤0.01% 1609
2022
Q4 		$68.1K Buy
+22,415
New +$87.2K ﹤0.01% 1536
2019
Q1 		– Sell
-48,898
Closed -$531K – 1749
2018
Q4 		$531K Buy
48,898
+8,866
+22% +$110K ﹤0.01% 889
2018
Q3 		$598K Buy
40,032
+27,626
+223% +$421K ﹤0.01% 900
2018
Q2 		$185K Sell
12,406
-3
-0% -$48 ﹤0.01% 1278
2018
Q1 		$208K Sell
12,409
-521
-4% -$9.55K ﹤0.01% 1196
2017
Q4 		$231K Buy
12,930
+900
+7% +$14.9K ﹤0.01% 1223
2017
Q3 		$190K Sell
12,030
-909
-7% -$13.8K ﹤0.01% 1259
2017
Q2 		$189K Hold
12,939
– – ﹤0.01% 1356
2017
Q1 		$195K Buy
+12,939
New +$198K ﹤0.01% 1233
2014
Q1 		– Sell
-85,206
Closed -$2.65M – 2072
2013
Q4 		$2.65M Sell
85,206
-38,223
-31% -$1.16M ﹤0.01% 1097
2013
Q3 		$3.77M Sell
123,429
-118
-0.1% -$3.51K 0.01% 965
2013
Q2 		$3.27M Buy
+123,547
New +$3.47M 0.01% 961

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

William Blair & Company's CS Position: Q2 2023 in Review

William Blair & Company sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 42,415 shares — an estimated $37.7K sold.

William Blair & Company first reported a position in CS in Q2 2013 and held it in 13 quarters. The position peaked at $3.77M in Q3 2013. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

  • William Blair & Company reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
  • William Blair & Company sold 42,415 Credit Suisse Group shares in Q2 2023, an estimated $37.7K.
  • William Blair & Company first reported a position in Credit Suisse Group in Q2 2013 and held it in 13 quarters.
  • William Blair & Company's Credit Suisse Group position peaked at $3.77M in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on William Blair & Company's 13F filing for Q2 2023, filed 11 Aug 2023.