Cowen Investment Management’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Cowen Investment Management’s Portfolio EPHYU Stock Details EPHYU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-75,000	Closed	-$740K	–	240
2022 Q3	$740K	Hold	75,000	–	–	0.16%	187
2022 Q2	$737K	Hold	75,000	–	–	0.16%	184
2022 Q1	$745K	Hold	75,000	–	–	0.16%	187
2021 Q4	$748K	Hold	75,000	–	–	0.16%	162
2021 Q3	$752	Hold	75,000	–	–	﹤0.01%	138
2021 Q2	$755K	Hold	75,000	–	–	0.2%	114
2021 Q1	$752K	Buy	+75,000	New	+$788K	0.29%	90

Other funds holding EPHYU

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Cowen Investment Management's EPHYU Position: Q4 2022 in Review

Cowen Investment Management sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q4 2022, closing a stake of 75,000 shares — an estimated $740K sold.

Cowen Investment Management first reported a position in EPHYU in Q1 2021 and held it in 7 quarters. The position peaked at $755K in Q2 2021. 8 funds tracked by Wall St. Rank hold EPHYU as of Q4 2022.

Cowen Investment Management reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Cowen Investment Management sold 75,000 Epiphany Technology Acquisition Corp. Unit shares in Q4 2022, an estimated $740K.
Cowen Investment Management first reported a position in Epiphany Technology Acquisition Corp. Unit in Q1 2021 and held it in 7 quarters.
Cowen Investment Management's Epiphany Technology Acquisition Corp. Unit position peaked at $755K in Q2 2021.
8 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2022.

Based on Cowen Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.