Envestnet Asset Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Envestnet Asset Management’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
2022 Q1	–	Sell	-18,966	Closed	-$685K	–	4127
2021 Q4	$685K	Sell	18,966 -2,025	-10%	-$74.3K	﹤0.01%	2876
2021 Q3	$720K	Buy	20,991 +1,914	+10%	+$71.8K	﹤0.01%	2752
2021 Q2	$783K	Buy	+19,077	New	+$748K	﹤0.01%	2690
2019 Q4	–	Sell	-10,828	Closed	-$167K	–	3224
2019 Q3	$167K	Buy	+10,828	New	+$176K	﹤0.01%	2905
2018 Q3	–	Sell	-3,283	Closed	-$45K	–	3131
2018 Q2	$45K	Buy	3,283 +84	+3%	+$1.26K	﹤0.01%	2241
2018 Q1	$42K	Buy	3,199 +2,599	+433%	+$35.4K	﹤0.01%	2196
2017 Q4	$8K	Sell	600 -47	-7%	-$706	﹤0.01%	2680
2017 Q3	$12K	Sell	647 -466	-42%	-$7.63K	﹤0.01%	2571
2017 Q2	$18K	Buy	+1,113	New	+$16.6K	﹤0.01%	2624

Other funds holding COWN

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management's COWN Position: Q1 2022 in Review

Envestnet Asset Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2022, closing a stake of 18,966 shares — an estimated $685K sold.

Envestnet Asset Management first reported a position in COWN in Q2 2017 and held it in 9 quarters. The position peaked at $783K in Q2 2021. 175 funds tracked by Wall St. Rank hold COWN as of Q1 2022.

Envestnet Asset Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
Envestnet Asset Management sold 18,966 Cowen Inc. Class A Common Stock shares in Q1 2022, an estimated $685K.
Envestnet Asset Management first reported a position in Cowen Inc. Class A Common Stock in Q2 2017 and held it in 9 quarters.
Envestnet Asset Management's Cowen Inc. Class A Common Stock position peaked at $783K in Q2 2021.
175 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2022.

Based on Envestnet Asset Management's 13F filing for Q1 2022, filed 4 May 2022.