PINNACLE ASSOCIATES LTD CIK CREDIT SUISSE ASSET MGMT INC

Ownership history in PINNACLE ASSOCIATES LTD  ·  12 quarters on record

AI Ownership Summary

PINNACLE ASSOCIATES LTD reported CREDIT SUISSE ASSET MGMT INC (CIK) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows CIK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CIK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE ASSOCIATES LTD's position in CREDIT SUISSE ASSET MGMT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CIK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PINNACLE ASSOCIATES LTD held CIK — position size vs. price
% of Fund (quarterly)    CIK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 17,440 0% 0.00% $45K 2026-04-22 $2.57
2025 Q4 UNCHANGED 17,440 0% 0.00% $49K 2026-02-05 $2.73
2025 Q3 UNCHANGED 17,440 0% 0.00% $51K 2025-11-13 $2.67
2025 Q2 UNCHANGED 17,440 0% 0.00% $52K 2025-08-04 $2.78
2025 Q1 UNCHANGED 17,440 0% 0.00% $51K 2025-05-06 $2.57
2024 Q4 UNCHANGED 17,440 0% 0.00% $50K 2025-02-14 $2.63
2024 Q3 UNCHANGED 17,440 0% 0.00% $55K 2024-10-25 $2.61
2024 Q2 UNCHANGED 17,440 0% 0.00% $52K 2024-07-30 $2.54
2024 Q1 UNCHANGED 17,440 0% 0.00% $51K 2024-04-26 $2.39
2023 Q4 UNCHANGED 17,440 0% 0.00% $55K 2024-01-19 $2.42
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PINNACLE ASSOCIATES LTD and CIK

These are the practical questions this page is built to answer before you even open the full history table.

How long has PINNACLE ASSOCIATES LTD reported owning CIK?

PINNACLE ASSOCIATES LTD reported CIK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CIK position in PINNACLE ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for CIK was 0.00% in 2024 Q3.

What is the latest reported CIK position on this page?

The most recent filing on this page is 2026 Q1, when PINNACLE ASSOCIATES LTD reported 17,440 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this CIK ownership page compare?

The chart compares PINNACLE ASSOCIATES LTD's quarterly CIK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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