Kovitz Investment Group Partners, LLC Reduced Holdings in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RJF
Raymond James Financial Inc

Financial Services
-6.09K
- 52.43%
$106.39 - $125.13 $648K - $762K
5.53K $676K
DD
Du Pont De Nemours, Inc.

Basic Materials
-11.5K
- 35.17%
$77.22 - $89.49 $886K - $1.03M
21.1K $1.88M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-15.5K
- 63.09%
$47.18 - $48.74 $732K - $757K
9.08K $442K
HUBS
Hubspot Inc

Technology
-404
- 4.82%
$450.09 - $592.58 $182K - $239K
7.98K $4.24M
TER
Teradyne, Inc

Technology
-2.98K
- 18.21%
$114.25 - $163.0 $340K - $485K
13.4K $1.79M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-12.8K
- 38.53%
$47.01 - $48.2 $599K - $615K
20.3K $979K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-21.3K
- 59.29%
$31.07 - $39.36 $663K - $840K
14.6K $535K
EEM
Ishares Msci Emerging Markets

ETFs
-17.6K
- 23.86%
$40.42 - $46.7 $710K - $820K
56K $2.57M
VICI
Vici Properties Inc.

Real Estate
-21.3K
- 64.59%
$27.64 - $34.08 $588K - $725K
11.7K $388K
CTSH
Cognizant Technology Solutions Corp

Technology
-10.5K
- 29.62%
$66.89 - $77.87 $705K - $821K
25.1K $1.93M
DELL
Dell Technologies Inc.

Technology
-958
- 5.25%
$87.89 - $145.97 $84.2K - $140K
17.3K $2.05M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-676
- 34.02%
$402.52 - $505.35 $272K - $342K
1.31K $564K
CHKP
Check Point Software Technologies LTD

Technology
-3.15K
- 55.43%
$165.0 - $195.47 $519K - $615K
2.53K $487K
DFS
Discover Financial Services

Financial Services
-3.83K
- 30.04%
$123.41 - $144.72 $473K - $555K
8.92K $1.25M
PHYS
Sprott Physical Gold Trust

Financial Services
-32.8K
- 29.93%
$18.12 - $20.72 $595K - $680K
76.8K $1.57M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-20.2K
- 8.06%
$33.61 - $35.94 $677K - $724K
230K $8.26M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-19.4K
- 7.41%
$33.3 - $35.24 $647K - $684K
243K $8.55M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-22.6K
- 6.38%
$34.72 - $36.88 $783K - $832K
331K $12.2M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-16.7K
- 7.27%
$36.89 - $39.25 $615K - $655K
213K $8.35M
EFV
Msci Eafe Value ETF

ETFs
-9.71K
- 18.07%
$51.72 - $57.96 $502K - $563K
44K $2.53M
KSS
Kohls Corp

Consumer Cyclical
-2.56K
- 1.93%
$18.62 - $22.79 $47.7K - $58.4K
130K $2.75M
SMLR
Semler Scientific, Inc.

Healthcare
-1.71K
- 7.08%
$22.3 - $36.21 $38K - $61.7K
22.4K $527K
USB
Us Bancorp \De\

Financial Services
-17.3K
- 21.2%
$39.04 - $47.23 $674K - $816K
64.2K $2.94M
IQV
Iqvia Holdings Inc.

Healthcare
-3.04K
- 17.03%
$206.81 - $251.55 $628K - $764K
14.8K $3.5M
TRV
Travelers Companies, Inc.

Financial Services
-2.59K
- 23.26%
$201.87 - $242.35 $522K - $627K
8.53K $2M
SNY
Sanofi

Healthcare
-16.7K
- 21.58%
$48.54 - $58.53 $809K - $975K
60.5K $3.49M
DLB
Dolby Laboratories, Inc.

Industrials
-2.91K
- 25.55%
$66.75 - $81.27 $194K - $236K
8.48K $648K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-543
- 14.28%
$233.4 - $302.36 $127K - $164K
3.26K $884K
SON
Sonoco Products CO

Consumer Cyclical
-5.72K
- 32.23%
$48.33 - $56.57 $277K - $324K
12K $657K
KKR
Kkr & Co. Inc.

Financial Services
-6.99K
- 26.02%
$104.51 - $133.23 $731K - $931K
19.9K $2.6M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-13.6K
- 4.33%
$39.31 - $41.32 $535K - $562K
301K $12.4M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-18.5K
- 19.06%
$21.72 - $25.05 $401K - $463K
78.5K $1.92M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-10.3K
- 33.9%
$37.71 - $47.5 $388K - $488K
20K $944K
WBS
Webster Financial Corp

Financial Services
-4.93K
- 46.28%
$42.49 - $49.62 $210K - $245K
5.73K $266K
GLOB
Globant S.A.

Technology
-1.52K
- 28.37%
$176.29 - $207.07 $268K - $315K
3.84K $761K
SNOW
Snowflake Inc.

Technology
-984
- 26.52%
$108.56 - $143.02 $107K - $141K
2.73K $313K
VSH
Vishay Intertechnology Inc

Technology
-556
- 1.28%
$17.78 - $24.31 $9.89K - $13.5K
42.8K $809K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-10K
- 4.33%
$34.29 - $36.04 $344K - $361K
221K $7.97M
EXLS
Exl Service Holdings, Inc.

Technology
-6.94K
- 39.76%
$31.2 - $38.15 $216K - $265K
10.5K $400K
MFC
Manulife Financial Corp

Financial Services
-9.35K
- 21.23%
$24.13 - $29.63 $226K - $277K
34.7K $1.03M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.55K
- 24.99%
$73.43 - $80.37 $187K - $205K
7.66K $615K
IGF
Ishares Global Infrastructure

ETFs
-22.3K
- 13.44%
$47.97 - $54.56 $1.07M - $1.21M
143K $7.8M
CNXC
Concentrix Corp

Technology
-117
- 1.34%
$51.25 - $75.58 $6K - $8.84K
8.59K $440K
RIO
Rio Tinto PLC

Basic Materials
-2.83K
- 16.18%
$59.71 - $71.21 $169K - $202K
14.7K $1.04M
GXO
Gxo Logistics, Inc.

Industrials
-2.4K
- 20.55%
$46.45 - $55.98 $112K - $135K
9.29K $483K
SHEL
Shell PLC

Energy
-147
- 1.04%
$65.65 - $73.28 $9.65K - $10.8K
14K $924K
INT
World Fuel Services Corp

Energy
-4.16K
- 6.53%
N/A
59.6K $1.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.3K
- 38.04%
$72.18 - $107.33 $382K - $569K
8.63K $915K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-26.3K
- 15.77%
$6.71 - $8.78 $177K - $231K
141K $1.16M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email