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Cowen Investment Management’s INNOVATE Corp VATE Stock Holding History

Cowen Investment Management’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,500
Closed -$203K – 13
2023
Q3 		$203K Hold
12,500
– – 0.26% 12
2023
Q2 		$219K Buy
12,500
+6,000
+92% +$129K 0.13% 38
2023
Q1 		$193K Buy
6,500
+4,000
+160% +$117K 0.05% 100
2022
Q4 		$46.8K Buy
+2,500
New +$26.3K 0.01% 178

Other funds holding VATE

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SCM
Stonehill Capital Management New York $197M AUM 96.45% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cowen Investment Management's VATE Position: Q4 2023 in Review

Cowen Investment Management sold out of INNOVATE Corp (VATE) in Q4 2023, closing a stake of 12,500 shares — an estimated $203K sold.

Cowen Investment Management first reported a position in VATE in Q4 2022 and held it in 4 quarters. The position peaked at $219K in Q2 2023. 62 funds tracked by Wall St. Rank hold VATE as of Q4 2023.

  • Cowen Investment Management reported no remaining INNOVATE Corp position as of Q4 2023 after selling out during the quarter.
  • Cowen Investment Management sold 12,500 INNOVATE Corp shares in Q4 2023, an estimated $203K.
  • Cowen Investment Management first reported a position in INNOVATE Corp in Q4 2022 and held it in 4 quarters.
  • Cowen Investment Management's INNOVATE Corp position peaked at $219K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held INNOVATE Corp as of Q4 2023.

Based on Cowen Investment Management's 13F filing for Q4 2023, filed 29 Aug 2024.