Yousif Capital Management’s Credit Suisse Group CS Stock Holding History

Yousif Capital Management’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	-66,536	Closed	-$59.2K	–	2002
2023 Q1	$59.2K	Buy	66,536 +22,230	+50%	+$62K	﹤0.01%	1935
2022 Q4	$135K	Hold	44,306	–	–	﹤0.01%	1875
2022 Q3	$174K	Buy	44,306 +3,540	+9%	+$18.7K	﹤0.01%	1833
2022 Q2	$231K	Sell	40,766 -295	-0.7%	-$2K	﹤0.01%	1808
2022 Q1	$322K	Hold	41,061	–	–	﹤0.01%	1780
2021 Q4	$396K	Buy	+41,061	New	+$410K	﹤0.01%	1737

Other funds holding CS

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

Yousif Capital Management's CS Position: Q2 2023 in Review

Yousif Capital Management sold out of Credit Suisse Group (CS) in Q2 2023, closing a stake of 66,536 shares — an estimated $59.2K sold.

Yousif Capital Management first reported a position in CS in Q4 2021 and held it in 6 quarters. The position peaked at $396K in Q4 2021. 2 funds tracked by Wall St. Rank hold CS as of Q2 2023.

Yousif Capital Management reported no remaining Credit Suisse Group position as of Q2 2023 after selling out during the quarter.
Yousif Capital Management sold 66,536 Credit Suisse Group shares in Q2 2023, an estimated $59.2K.
Yousif Capital Management first reported a position in Credit Suisse Group in Q4 2021 and held it in 6 quarters.
Yousif Capital Management's Credit Suisse Group position peaked at $396K in Q4 2021.
2 funds tracked by Wall St. Rank held Credit Suisse Group as of Q2 2023.

Based on Yousif Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.