KIG
SPOT icon

Kowal Investment Group’s Spotify SPOT Stock Holding History

Kowal Investment Group’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$622K Buy
1,689
+368
+28% +$122K 0.11% 100
2024
Q2 		$415K Buy
+1,321
New +$398K 0.08% 114
2021
Q4 		– Sell
-1
Closed – – 817
2021
Q3 		$0 Buy
+1
New +$236 ﹤0.01% 1006

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Kowal Investment Group increased its Spotify (SPOT) stake by 28% in Q3 2024, buying an estimated $122K and bringing the position to 1,689 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #100.

Kowal Investment Group first reported a position in SPOT in Q3 2021 and has held it in 3 quarters since. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • Kowal Investment Group held 1,689 shares of Spotify worth $622K as of Q3 2024.
  • Kowal Investment Group bought 368 Spotify shares in Q3 2024, an estimated $122K.
  • Spotify made up 0.11% of Kowal Investment Group's portfolio in Q3 2024, its #100 holding.
  • Kowal Investment Group first reported a position in Spotify in Q3 2021 and has held it in 3 quarters since.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

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