Kowal Investment Group’s Quad QUAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,108	Closed	-$30K	–	739
2021 Q3	$30K	Buy	+7,108	New	+$29.4K	0.01%	317

Other funds holding QUAD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Kowal Investment Group's QUAD Position: Q4 2021 in Review

Kowal Investment Group sold out of Quad (QUAD) in Q4 2021, closing a stake of 7,108 shares — an estimated $30K sold.

Kowal Investment Group first reported a position in QUAD in Q3 2021 and held it in 1 quarter. The position peaked at $30K in Q3 2021. 74 funds tracked by Wall St. Rank hold QUAD as of Q4 2021.

Kowal Investment Group reported no remaining Quad position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 7,108 Quad shares in Q4 2021, an estimated $30K.
Kowal Investment Group first reported a position in Quad in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Quad position peaked at $30K in Q3 2021.
74 funds tracked by Wall St. Rank held Quad as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.