Dimensional Fund Advisors
COWN

Dimensional Fund Advisors’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Dimensional Fund Advisors’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
2023
Q1 		– Sell
-1,172,733
Closed -$45.3K – 3566
2022
Q4 		$45.3K Sell
1,172,733
-67,463
-5% -$2.61M 0.01% 1384
2022
Q3 		$47.9M Sell
1,240,196
-77,800
-6% -$2.83M 0.02% 1259
2022
Q2 		$31.2M Buy
1,317,996
+23,859
+2% +$579K 0.01% 1608
2022
Q1 		$35.1M Buy
1,294,137
+1,034
+0.1% +$31.5K 0.01% 1653
2021
Q4 		$46.7M Sell
1,293,103
-22,838
-2% -$838K 0.01% 1456
2021
Q3 		$45.2M Buy
1,315,941
+40,044
+3% +$1.5M 0.01% 1489
2021
Q2 		$52.4M Sell
1,275,897
-24,156
-2% -$948K 0.02% 1414
2021
Q1 		$45.8M Sell
1,300,053
-45,954
-3% -$1.48M 0.02% 1511
2020
Q4 		$35M Sell
1,346,007
-11,511
-0.8% -$260K 0.01% 1655
2020
Q3 		$22.1M Sell
1,357,518
-12,141
-0.9% -$207K 0.01% 1797
2020
Q2 		$22.2M Sell
1,369,659
-15,097
-1% -$183K 0.01% 1820
2020
Q1 		$13.4M Sell
1,384,756
-9,520
-0.7% -$136K 0.01% 1965
2019
Q4 		$22M Sell
1,394,276
-2,195
-0.2% -$33K 0.01% 1992
2019
Q3 		$21.5M Sell
1,396,471
-2,235
-0.2% -$36.3K 0.01% 1960
2019
Q2 		$24M Sell
1,398,706
-993
-0.1% -$16K 0.01% 1939
2019
Q1 		$20.3M Sell
1,399,699
-27,653
-2% -$423K 0.01% 2044
2018
Q4 		$19M Sell
1,427,352
-9,759
-0.7% -$149K 0.01% 1993
2018
Q3 		$23.4M Sell
1,437,111
-12,355
-0.9% -$185K 0.01% 2030
2018
Q2 		$20.1M Sell
1,449,466
-24,134
-2% -$363K 0.01% 2105
2018
Q1 		$19.5M Buy
1,473,600
+549
+0% +$7.48K 0.01% 2072
2017
Q4 		$20.1M Buy
1,473,051
+119,958
+9% +$1.8M 0.01% 2056
2017
Q3 		$24.1M Buy
1,353,093
+55,537
+4% +$909K 0.01% 1930
2017
Q2 		$21.1M Buy
1,297,556
+16,568
+1% +$247K 0.01% 1997
2017
Q1 		$19.2M Sell
1,280,988
-10,022
-0.8% -$148K 0.01% 2024
2016
Q4 		$20M Sell
1,291,010
-4,316
-0.3% -$61.9K 0.01% 1977
2016
Q3 		$18.8M Sell
1,295,326
-3,719
-0.3% -$49.3K 0.01% 1965
2016
Q2 		$15.4M Sell
1,299,045
-3,443
-0.3% -$46.9K 0.01% 2015
2016
Q1 		$19.9M Sell
1,302,488
-20,270
-2% -$266K 0.01% 1818
2015
Q4 		$20.3M Hold
1,322,758
– – 0.01% 1776
2015
Q3 		$24.1M Buy
1,322,758
+30,848
+2% +$679K 0.02% 1555
2015
Q2 		$33.1M Buy
1,291,910
+3,634
+0.3% +$85.2K 0.02% 1323
2015
Q1 		$26.8M Sell
1,288,276
-9,225
-0.7% -$179K 0.02% 1493
2014
Q4 		$24.9M Buy
1,297,501
+7,323
+0.6% +$122K 0.02% 1506
2014
Q3 		$19.4M Sell
1,290,178
-5,912
-0.5% -$96.8K 0.01% 1674
2014
Q2 		$21.9M Buy
1,296,090
+125,058
+11% +$2.06M 0.02% 1567
2014
Q1 		$20.7M Buy
1,171,032
+98,558
+9% +$1.62M 0.02% 1548
2013
Q4 		$16.8M Buy
1,072,474
+129,896
+14% +$1.99M 0.01% 1715
2013
Q3 		$13M Buy
942,578
+125,643
+15% +$1.68M 0.01% 1866
2013
Q2 		$9.48M Buy
+816,935
New +$9.21M 0.01% 2043

Other funds holding COWN

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's COWN Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 1,172,733 shares — an estimated $45.3K sold.

Dimensional Fund Advisors first reported a position in COWN in Q2 2013 and held it in 39 quarters. The position peaked at $52.4M in Q2 2021. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,172,733 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $45.3K.
  • Dimensional Fund Advisors first reported a position in Cowen Inc. Class A Common Stock in Q2 2013 and held it in 39 quarters.
  • Dimensional Fund Advisors's Cowen Inc. Class A Common Stock position peaked at $52.4M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.