Kowal Investment Group’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-51	Closed	-$4K	–	828
2021 Q3	$4K	Buy	+51	New	+$4.44K	﹤0.01%	710

Other funds holding STT

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kowal Investment Group sold out of State Street (STT) in Q4 2021, closing a stake of 51 shares — an estimated $4K sold.

Kowal Investment Group first reported a position in STT in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 898 funds tracked by Wall St. Rank hold STT as of Q4 2021.

Kowal Investment Group reported no remaining State Street position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 51 State Street shares in Q4 2021, an estimated $4K.
Kowal Investment Group first reported a position in State Street in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's State Street position peaked at $4K in Q3 2021.
898 funds tracked by Wall St. Rank held State Street as of Q4 2021.

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