Cowen and Company’s MBIA MBI Stock Holding History

Cowen and Company’s Portfolio MBI Stock Details MBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-177,296	Closed	-$2.28M	–	643
2022 Q4	$2.28M	Buy	177,296 +67,998	+62%	+$777K	0.24%	57
2022 Q3	$483K	Buy	109,298 +100,190	+1,100%	+$1.19M	0.05%	124
2022 Q2	$112K	Buy	+9,108	New	+$120K	0.01%	236

Other funds holding MBI

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ValueWorks New York $367M AUM 59.38% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cowen and Company's MBI Position: Q1 2023 in Review

Cowen and Company sold out of MBIA (MBI) in Q1 2023, closing a stake of 177,296 shares — an estimated $2.28M sold.

Cowen and Company first reported a position in MBI in Q2 2022 and held it in 3 quarters. The position peaked at $2.28M in Q4 2022. 136 funds tracked by Wall St. Rank hold MBI as of Q1 2023.

Cowen and Company reported no remaining MBIA position as of Q1 2023 after selling out during the quarter.
Cowen and Company sold 177,296 MBIA shares in Q1 2023, an estimated $2.28M.
Cowen and Company first reported a position in MBIA in Q2 2022 and held it in 3 quarters.
Cowen and Company's MBIA position peaked at $2.28M in Q4 2022.
136 funds tracked by Wall St. Rank held MBIA as of Q1 2023.

Based on Cowen and Company's 13F filing for Q1 2023, filed 9 May 2023.