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Kowal Investment Group’s Rush Enterprises Class A RUSHA Stock Holding History

Kowal Investment Group’s Portfolio RUSHA Stock Details RUSHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-180
Closed -$5K – 768
2021
Q3 		$5K Buy
+180
New +$5.33K ﹤0.01% 661

Other funds holding RUSHA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kowal Investment Group sold out of Rush Enterprises Class A (RUSHA) in Q4 2021, closing a stake of 180 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in RUSHA in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 192 funds tracked by Wall St. Rank hold RUSHA as of Q4 2021.

  • Kowal Investment Group reported no remaining Rush Enterprises Class A position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 180 Rush Enterprises Class A shares in Q4 2021, an estimated $5K.
  • Kowal Investment Group first reported a position in Rush Enterprises Class A in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Rush Enterprises Class A position peaked at $5K in Q3 2021.
  • 192 funds tracked by Wall St. Rank held Rush Enterprises Class A as of Q4 2021.

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