Kovitz Investment Group Partners, LLC Incresed Positions in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TPR
Tapestry, Inc.

Consumer Cyclical
27.2K
+ 15.49%
$36.29 - $47.94 $989K - $1.31M
203K $9.54M
BBY
Best Buy CO Inc

Consumer Cyclical
15.5K
+ 70.29%
$80.23 - $103.29 $1.24M - $1.6M
37.5K $3.87M
MCO
Moodys Corp

Financial Services
2.63K
+ 19.47%
$421.49 - $494.67 $1.11M - $1.3M
16.1K $7.64M
OMC
Omnicom Group Inc.

Communication Services
15.1K
+ 53.0%
$87.69 - $103.9 $1.32M - $1.57M
43.5K $4.5M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
263K
+ 173.46%
$7.63 - $12.31 $2.01M - $3.24M
414K $3.67M
CDW
Cdw Corp

Technology
7.96K
+ 18.48%
$206.67 - $239.84 $1.65M - $1.91M
51K $11.5M
SNA
Snap On Inc

Industrials
4.26K
+ 18.37%
$255.35 - $289.77 $1.09M - $1.24M
27.5K $7.96M
BAX
Baxter International Inc

Healthcare
37.2K
+ 35.04%
$32.85 - $40.26 $1.22M - $1.5M
143K $5.45M
L
Loews Corp

Financial Services
21.7K
+ 56.41%
$73.76 - $81.96 $1.6M - $1.77M
60K $4.75M
PHM
Pultegroup Inc

Consumer Cyclical
3.3K
+ 7.87%
$103.95 - $144.98 $343K - $479K
45.3K $6.5M
IP
International Paper CO

Consumer Cyclical
27.5K
+ 31.2%
$42.55 - $49.98 $1.17M - $1.37M
116K $5.64M
VTWO
Vanguard Russell 2000 ETF

ETFs
18.8K
+ 108.73%
$81.17 - $90.77 $1.53M - $1.71M
36.1K $3.23M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
12.5K
+ 6.66%
$61.71 - $68.15 $769K - $849K
200K $13.5M
CARR
Carrier Global Corp

Industrials
18.5K
+ 103.94%
$61.9 - $80.88 $1.14M - $1.49M
36.2K $2.92M
KIM
Kimco Realty Corp

Real Estate
42.3K
+ 20.27%
$19.24 - $24.06 $814K - $1.02M
251K $5.83M
SYK
Stryker Corp

Healthcare
4.41K
+ 60.48%
$315.94 - $371.96 $1.39M - $1.64M
11.7K $4.22M
VXF
Vanguard Extended Market ETF

ETFs
8.91K
+ 152.83%
$163.98 - $182.92 $1.46M - $1.63M
14.7K $2.68M
PLTR
Palantir Technologies Inc.

Technology
20.4K
+ 25.99%
$24.09 - $37.95 $492K - $775K
99K $3.68M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7.38K
+ 197.54%
$210.25 - $231.86 $1.55M - $1.71M
11.1K $2.48M
FSTA
Fidelity Covington Tr Msci Con

ETFs
21.3K
+ 13.36%
$47.12 - $51.72 $1M - $1.1M
181K $9.23M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
37.2K
+ 50.69%
$21.25 - $30.25 $791K - $1.13M
111K $3.27M
YUM
Yum Brands Inc

Consumer Cyclical
11.6K
+ 455.3%
$125.95 - $139.96 $1.46M - $1.62M
14.1K $1.98M
BHE
Benchmark Electronics Inc

Technology
17.7K
+ 10.08%
$38.68 - $47.87 $685K - $847K
193K $8.56M
AIG
American International Group, Inc.

Financial Services
24.4K
+ 15.94%
$70.16 - $79.23 $1.71M - $1.94M
178K $13M
CVS
Cvs Health Corp

Healthcare
13.1K
+ 6.52%
$55.81 - $63.18 $732K - $829K
214K $13.5M
FTNT
Fortinet, Inc.

Technology
16.6K
+ 108.65%
$55.39 - $77.55 $917K - $1.28M
31.8K $2.46M
CE
Celanese Corp

Basic Materials
10.5K
+ 9.37%
$119.16 - $147.51 $1.25M - $1.55M
122K $16.6M
MAR
Marriott International Inc

Consumer Cyclical
5.14K
+ 14.64%
$211.35 - $255.11 $1.09M - $1.31M
40.2K $10M
PSX
Phillips 66

Energy
12.9K
+ 53.24%
$125.0 - $147.17 $1.62M - $1.9M
37.2K $4.89M
EXC
Exelon Corp

Utilities
31.4K
+ 110.85%
$34.24 - $40.55 $1.08M - $1.27M
59.8K $2.42M
WAL
Western Alliance Bancorporation

Financial Services
15.5K
+ 368.44%
$61.15 - $88.41 $946K - $1.37M
19.7K $1.7M
LEN
Lennar Corp

Consumer Cyclical
5.98K
+ 71.66%
$142.5 - $192.45 $852K - $1.15M
14.3K $2.69M
TDG
Trans Digm Group Inc

Industrials
550
+ 12.7%
$1202.03 - $1427.41 $661K - $785K
4.88K $6.97M
MPWR
Monolithic Power Systems Inc

Technology
1.33K
+ 75.25%
$757.04 - $947.16 $1.01M - $1.26M
3.1K $2.87M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
54.6K
+ 231.13%
$25.04 - $25.21 $1.37M - $1.38M
78.2K $1.97M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.3K
+ 54.56%
$1024.09 - $1201.76 $1.33M - $1.57M
3.69K $3.88M
ALL
Allstate Corp

Financial Services
651
+ 1.56%
$158.43 - $192.86 $103K - $126K
42.3K $8.01M
SSNC
Ss&C Technologies Holdings Inc

Technology
15.3K
+ 77.77%
$61.42 - $76.46 $938K - $1.17M
34.9K $2.59M
GNRC
Generac Holdings Inc.

Industrials
2.55K
+ 7.16%
$133.16 - $159.78 $340K - $407K
38.2K $6.07M
TEX
Terex Corp

Industrials
26.9K
+ 65.93%
$49.81 - $66.76 $1.34M - $1.8M
67.8K $3.59M
DAL
Delta Air Lines, Inc.

Industrials
17.2K
+ 12.38%
$37.32 - $51.8 $640K - $889K
156K $7.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.6K
+ 264.65%
$31.05 - $34.29 $1.17M - $1.29M
51.9K $1.78M
FCX
Freeport Mcmoran Inc

Basic Materials
25.6K
+ 112.59%
$39.52 - $51.92 $1.01M - $1.33M
48.3K $2.41M
NEM
Newmont Corp

Basic Materials
5.78K
+ 6.79%
$41.65 - $55.85 $241K - $323K
90.8K $4.85M
IWR
Ishares Russell Mid Cap ETF

ETFs
11K
+ 24.99%
$79.92 - $88.19 $879K - $970K
55K $4.85M
PWR
Quanta Services, Inc.

Industrials
2.89K
+ 30.41%
$239.58 - $298.23 $693K - $862K
12.4K $3.69M
SWKS
Skyworks Solutions, Inc.

Technology
13K
+ 246.81%
$96.22 - $120.68 $1.25M - $1.56M
18.2K $1.8M
AOR
Ishares Tr Core Growth Allocat

ETFs
5.8K
+ 1.9%
$55.15 - $59.31 $320K - $344K
312K $18.5M
AZN
Astrazeneca PLC

Healthcare
15.5K
+ 138.03%
$76.67 - $87.62 $1.19M - $1.36M
26.8K $2.08M
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
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