Kula Investments’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Kula Investments’s Portfolio COWN Stock Details COWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,647	Closed	-$450K	–	926
2022 Q4	$450K	Buy	+11,647	New	+$450K	0.13%	247

Other funds holding COWN

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kula Investments's COWN Position: Q1 2023 in Review

Kula Investments sold out of Cowen Inc. Class A Common Stock (COWN) in Q1 2023, closing a stake of 11,647 shares — an estimated $450K sold.

Kula Investments first reported a position in COWN in Q4 2022 and held it in 1 quarter. The position peaked at $450K in Q4 2022. 2 funds tracked by Wall St. Rank hold COWN as of Q1 2023.

Kula Investments reported no remaining Cowen Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 11,647 Cowen Inc. Class A Common Stock shares in Q1 2023, an estimated $450K.
Kula Investments first reported a position in Cowen Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
Kula Investments's Cowen Inc. Class A Common Stock position peaked at $450K in Q4 2022.
2 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.