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Kowal Investment Group’s Fair Isaac FICO Stock Holding History

Kowal Investment Group’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-239
Closed -$208K – 168
2023
Q3 		$208K Buy
+239
New +$205K 0.06% 143
2021
Q4 		– Sell
-54
Closed -$21K – 402
2021
Q3 		$21K Buy
+54
New +$25.7K 0.01% 375

Other funds holding FICO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFCM
Valley Forge Capital Management Miami, Florida $3.38B AUM 15.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Kowal Investment Group's FICO Position: Q4 2023 in Review

Kowal Investment Group sold out of Fair Isaac (FICO) in Q4 2023, closing a stake of 239 shares — an estimated $208K sold.

Kowal Investment Group first reported a position in FICO in Q3 2021 and held it in 2 quarters. The position peaked at $208K in Q3 2023. 744 funds tracked by Wall St. Rank hold FICO as of Q4 2023.

  • Kowal Investment Group reported no remaining Fair Isaac position as of Q4 2023 after selling out during the quarter.
  • Kowal Investment Group sold 239 Fair Isaac shares in Q4 2023, an estimated $208K.
  • Kowal Investment Group first reported a position in Fair Isaac in Q3 2021 and held it in 2 quarters.
  • Kowal Investment Group's Fair Isaac position peaked at $208K in Q3 2023.
  • 744 funds tracked by Wall St. Rank held Fair Isaac as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.