COCM
COWN

Charter Oak Capital Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Charter Oak Capital Management’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
2021
Q1 		– Sell
-27
Closed -$1K – 877
2020
Q4 		$1K Buy
+27
New +$609 ﹤0.01% 723

Other funds holding COWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Charter Oak Capital Management's COWN Position: Q1 2021 in Review

Charter Oak Capital Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in COWN in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 189 funds tracked by Wall St. Rank hold COWN as of Q1 2021.

  • Charter Oak Capital Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 27 Cowen Inc. Class A Common Stock shares in Q1 2021, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Cowen Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Charter Oak Capital Management's Cowen Inc. Class A Common Stock position peaked at $1K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2021.

Based on Charter Oak Capital Management's 13F filing for Q1 2021, filed 17 May 2021.