Evercore Wealth Management’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Evercore Wealth 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
2023 Q1	–	Sell	-12,304	Closed	-$475K	–	420
2022 Q4	$475K	Hold	12,304	–	–	0.01%	272
2022 Q3	$475K	Hold	12,304	–	–	0.01%	262
2022 Q2	$291K	Hold	12,304	–	–	0.01%	320
2022 Q1	$333K	Hold	12,304	–	–	0.01%	339
2021 Q4	$444K	Hold	12,304	–	–	0.01%	303
2021 Q3	$422K	Hold	12,304	–	–	0.01%	310
2021 Q2	$505K	Sell	12,304 -1,000	-8%	-$39.2K	0.01%	288
2021 Q1	$468K	Hold	13,304	–	–	0.01%	301
2020 Q4	$346K	Hold	13,304	–	–	0.01%	338
2020 Q3	$216K	Hold	13,304	–	–	0.01%	355
2020 Q2	$216K	Hold	13,304	–	–	0.01%	352
2020 Q1	$129K	Hold	13,304	–	–	﹤0.01%	351
2019 Q4	$210K	Hold	13,304	–	–	0.01%	386
2019 Q3	$205K	Hold	13,304	–	–	0.01%	392
2019 Q2	$229K	Hold	13,304	–	–	0.01%	380
2019 Q1	$193K	Buy	+13,304	New	+$203K	0.01%	402

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

Evercore Wealth Management's COWN Position: Q1 2023 in Review

Evercore Wealth Management sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 12,304 shares — an estimated $475K sold.

Evercore Wealth Management first reported a position in COWN in Q1 2019 and held it in 16 quarters. The position peaked at $505K in Q2 2021. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Evercore Wealth Management reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Evercore Wealth Management sold 12,304 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $475K.
Evercore Wealth Management first reported a position in Cowen Inc. Class A Common Stock in Q1 2019 and held it in 16 quarters.
Evercore Wealth Management's Cowen Inc. Class A Common Stock position peaked at $505K in Q2 2021.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Evercore Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.