AG
COWN

Aperio Group’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Aperio Group’s Portfolio COWN Stock Details COWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$967K Buy
37,215
+10,099
+37% +$228K ﹤0.01% 1608
2020
Q3 		$441K Buy
+27,116
New +$461K ﹤0.01% 1875
2020
Q2 		– Sell
-12,217
Closed -$118K – 2437
2020
Q1 		$118K Sell
12,217
-3,332
-21% -$47.6K ﹤0.01% 2194
2019
Q4 		$245K Sell
15,549
-20,433
-57% -$307K ﹤0.01% 2128
2019
Q3 		$554K Buy
35,982
+2,710
+8% +$44K ﹤0.01% 1701
2019
Q2 		$572K Buy
33,272
+15,310
+85% +$247K ﹤0.01% 1711
2019
Q1 		$260K Sell
17,962
-5,002
-22% -$76.5K ﹤0.01% 2064
2018
Q4 		$306K Buy
22,964
+8,499
+59% +$129K ﹤0.01% 1935
2018
Q3 		$236K Sell
14,465
-384
-3% -$5.74K ﹤0.01% 2123
2018
Q2 		$206K Buy
14,849
+1,794
+14% +$27K ﹤0.01% 2158
2018
Q1 		$172K Buy
+13,055
New +$178K ﹤0.01% 2168
2017
Q1 		– Sell
-10,370
Closed -$161K – 2216
2016
Q4 		$161K Buy
10,370
+5,091
+96% +$73.1K ﹤0.01% 2041
2016
Q3 		$77K Buy
5,279
+538
+11% +$7.13K ﹤0.01% 2031
2016
Q2 		$56K Sell
4,741
-1,606
-25% -$21.9K ﹤0.01% 1985
2016
Q1 		$97K Buy
+6,347
New +$83.1K ﹤0.01% 1973

Other funds holding COWN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Aperio Group's COWN Position: Q4 2020 in Review

Aperio Group increased its Cowen Inc. Class A Common Stock (COWN) stake by 37% in Q4 2020, buying an estimated $228K and bringing the position to 37,215 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Aperio Group first reported a position in COWN in Q1 2016 and has held it in 15 quarters since. 154 funds tracked by Wall St. Rank hold COWN as of Q4 2020.

  • Aperio Group held 37,215 shares of Cowen Inc. Class A Common Stock worth $967K as of Q4 2020.
  • Aperio Group bought 10,099 Cowen Inc. Class A Common Stock shares in Q4 2020, an estimated $228K.
  • Cowen Inc. Class A Common Stock made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1608 holding.
  • Aperio Group first reported a position in Cowen Inc. Class A Common Stock in Q1 2016 and has held it in 15 quarters since.
  • 154 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.