YMRC
COWN

Yorktown Management & Research Company’s Cowen Inc. Class A Common Stock COWN Stock Holding History

Yorktown Management & Research Company’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
2022
Q2 		– Sell
-16,000
Closed -$434K – 252
2022
Q1 		$434K Hold
16,000
– – 0.37% 115
2021
Q4 		$578K Buy
16,000
+2,000
+14% +$73.4K 0.39% 97
2021
Q3 		$480K Hold
14,000
– – 0.36% 112
2021
Q2 		$575K Hold
14,000
– – 0.45% 62
2021
Q1 		$492K Buy
+14,000
New +$451K 0.41% 76

Other funds holding COWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
P2P
Phase 2 Partners San Francisco, California $133M AUM 30.43% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yorktown Management & Research Company's COWN Position: Q2 2022 in Review

Yorktown Management & Research Company sold out of Cowen Inc. Class A Common Stock (COWN) in Q2 2022, closing a stake of 16,000 shares — an estimated $434K sold.

Yorktown Management & Research Company first reported a position in COWN in Q1 2021 and held it in 5 quarters. The position peaked at $578K in Q4 2021. 158 funds tracked by Wall St. Rank hold COWN as of Q2 2022.

  • Yorktown Management & Research Company reported no remaining Cowen Inc. Class A Common Stock position as of Q2 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 16,000 Cowen Inc. Class A Common Stock shares in Q2 2022, an estimated $434K.
  • Yorktown Management & Research Company first reported a position in Cowen Inc. Class A Common Stock in Q1 2021 and held it in 5 quarters.
  • Yorktown Management & Research Company's Cowen Inc. Class A Common Stock position peaked at $578K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Cowen Inc. Class A Common Stock as of Q2 2022.

Based on Yorktown Management & Research Company's 13F filing for Q2 2022, filed 29 Jul 2022.