Kowal Investment Group’s Cadence Design Systems CDNS Stock Holding History

Kowal Investment Group’s Portfolio CDNS Stock Details CDNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$241K	Sell	890 -1,010	-53%	-$279K	0.04%	176
2024 Q2	$585K	Buy	1,900 +404	+27%	+$120K	0.12%	95
2024 Q1	$466K	Buy	1,496 +378	+34%	+$112K	0.1%	105
2023 Q4	$305K	Buy	1,118 +160	+17%	+$41.2K	0.07%	125
2023 Q3	$224K	Sell	958 -1	-0.1%	-$234	0.06%	138
2023 Q2	$225K	Sell	959 -334	-26%	-$72.7K	0.06%	148
2023 Q1	$272K	Buy	+1,293	New	+$245K	0.08%	128
2021 Q4	–	Sell	-281	Closed	-$43K	–	260
2021 Q3	$43K	Buy	+281	New	+$42.8K	0.01%	261

Other funds holding CDNS

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's CDNS Position: Q3 2024 in Review

Kowal Investment Group reduced its Cadence Design Systems (CDNS) stake by 53% in Q3 2024, selling an estimated $279K and leaving 890 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #176.

Kowal Investment Group first reported a position in CDNS in Q3 2021 and has held it in 8 quarters since. The position peaked at $585K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold CDNS as of Q3 2024.

Kowal Investment Group held 890 shares of Cadence Design Systems worth $241K as of Q3 2024.
Kowal Investment Group sold 1,010 Cadence Design Systems shares in Q3 2024, an estimated $279K.
Cadence Design Systems made up 0.04% of Kowal Investment Group's portfolio in Q3 2024, its #176 holding.
Kowal Investment Group first reported a position in Cadence Design Systems in Q3 2021 and has held it in 8 quarters since.
Kowal Investment Group's Cadence Design Systems position peaked at $585K in Q2 2024.
1,199 funds tracked by Wall St. Rank held Cadence Design Systems as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.