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Cowen and Company’s Sylvamo SLVM Stock Holding History

Cowen and Company’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,150,000
Closed -$99.5M – 623
2023
Q1 		$99.5M Hold
2,150,000
– – 11.68% 1
2022
Q4 		$104M Hold
2,150,000
– – 10.92% 1
2022
Q3 		$72.9M Hold
2,150,000
– – 6.97% 2
2022
Q2 		$70.3M Buy
2,150,000
+195,000
+10% +$8.18M 6.79% 2
2022
Q1 		$65.1M Buy
+1,955,000
New +$64.9M 6.26% 3

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Cowen and Company's SLVM Position: Q2 2023 in Review

Cowen and Company sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 2,150,000 shares — an estimated $99.5M sold.

Cowen and Company first reported a position in SLVM in Q1 2022 and held it in 5 quarters. The position peaked at $104M in Q4 2022. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Cowen and Company reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Cowen and Company sold 2,150,000 Sylvamo shares in Q2 2023, an estimated $99.5M.
  • Cowen and Company first reported a position in Sylvamo in Q1 2022 and held it in 5 quarters.
  • Cowen and Company's Sylvamo position peaked at $104M in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Cowen and Company's 13F filing for Q2 2023, filed 7 Aug 2023.