Kowal Investment Group’s StepStone Group STEP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-83	Closed	-$4K	–	825
2021 Q3	$4K	Buy	+83	New	+$3.67K	﹤0.01%	709

Other funds holding STEP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kowal Investment Group sold out of StepStone Group (STEP) in Q4 2021, closing a stake of 83 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in STEP in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 133 funds tracked by Wall St. Rank hold STEP as of Q4 2021.

Kowal Investment Group reported no remaining StepStone Group position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 83 StepStone Group shares in Q4 2021, an estimated $4K.
Kowal Investment Group first reported a position in StepStone Group in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's StepStone Group position peaked at $4K in Q3 2021.
133 funds tracked by Wall St. Rank held StepStone Group as of Q4 2021.

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