Kovitz Investment Group Partners, LLC Closed Holding Positions

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Apollo Global Mgmt Inc
Q4 2021 Filed on Feb 04, 2022
55,444
N/A
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 04, 2022
4,700
$73.77 - $82.68 $347K - $389K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
23,927
$66.98 - $78.01 $1.6M - $1.87M
Vidler Water Resouces Inc
Q4 2021 Filed on Feb 04, 2022
14,808
N/A
HUN
Huntsman Corp

Basic Materials
Q3 2021 Filed on Oct 28, 2021
12,500
$24.32 - $29.85 $304K - $373K
Seagate Technology PLC
Q3 2021 Filed on Oct 28, 2021
119,727
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q3 2021 Filed on Oct 28, 2021
20,000
$37.58 - $46.6 $752K - $932K
General Electric CO
Q3 2021 Filed on Oct 28, 2021
18,864
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Oct 28, 2021
8,979
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Oct 28, 2021
1,250
$125.92 - $164.64 $157K - $206K
Saba Capital Income & Oprnt
Q3 2021 Filed on Oct 28, 2021
26,234
N/A
Ishares Tr
Q1 2021 Filed on May 06, 2021
31,900
N/A
Pico Hldgs Inc
Q1 2021 Filed on May 06, 2021
16,029
N/A
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2021 Filed on May 06, 2021
7
$299.94 - $336.45 $2.1K - $2.36K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q1 2021 Filed on May 06, 2021
6,010
$170.37 - $197.88 $1.02M - $1.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2021 Filed on May 06, 2021
1,132
$133.92 - $157.54 $152K - $178K
BAYRY
Bayer Ag Spons Adr

Healthcare
Q1 2021 Filed on May 06, 2021
76,160
$15.05 - $16.89 $1.15M - $1.29M
ED
Consolidated Edison Inc

Utilities
Q4 2020 Filed on Feb 12, 2021
2,850
$69.65 - $83.05 $199K - $237K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
10,001
$41.96 - $58.09 $420K - $581K
PSQ
Proshares Short Qqq

ETFs
Q4 2020 Filed on Feb 12, 2021
11,625
$72.05 - $84.7 $838K - $985K
BMO
Bank Of Montreal

Financial Services
Q4 2020 Filed on Feb 12, 2021
4,540
$58.0 - $76.94 $263K - $349K
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2020 Filed on Feb 12, 2021
123
$96.54 - $127.07 $11.9K - $15.6K
LRLCY
L'Oreal CO Adr

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
5,000
$63.23 - $68.18 $316K - $341K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2020 Filed on Nov 10, 2020
11,294
$49.21 - $49.89 $556K - $563K
Iv S&P Spin Off
Q3 2020 Filed on Nov 10, 2020
5,390
N/A
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 10, 2020
35,720
N/A
Discovery Inc A
Q3 2020 Filed on Nov 10, 2020
40,990
N/A
Tsakos Energy Navigation LTD
Q3 2020 Filed on Nov 10, 2020
512,622
N/A
1/100 Berkshire Htwy Cla100 Sh
Q3 2020 Filed on Nov 10, 2020
400
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
6,320
$133.75 - $162.85 $845K - $1.03M
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
98,000
$18.94 - $25.54 $1.86M - $2.5M
Del Taco Restaurants Inc New
Q3 2020 Filed on Nov 10, 2020
40,352
N/A
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2020 Filed on Nov 10, 2020
34,018
$42.17 - $46.84 $1.43M - $1.59M
HSBC
Hsbc Holdings PLC

Financial Services
Q3 2020 Filed on Nov 10, 2020
37,745
$18.11 - $25.64 $684K - $968K
Brookfield Property Reit
Q3 2020 Filed on Nov 10, 2020
85,110
N/A
DEEP
ETF Ser Solutions Roundhill Ac

Technology
Q3 2020 Filed on Nov 10, 2020
9,635
$20.6 - $23.74 $198K - $229K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on Aug 12, 2020
17,595
$15.34 - $24.64 $270K - $434K
VDE
Vanguard Energy ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
5,666
$36.44 - $63.07 $206K - $357K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2020 Filed on Aug 12, 2020
8,360
$49.32 - $64.0 $412K - $535K
Invesco Exchange Traded Fd T
Q2 2020 Filed on Aug 12, 2020
38,875
N/A
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
4,562
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2020 Filed on Aug 12, 2020
37,077
$27.32 - $37.01 $1.01M - $1.37M
Raytheon CO
Q2 2020 Filed on Aug 12, 2020
1,827
N/A
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q2 2020 Filed on Aug 12, 2020
56,500
$11.25 - $12.23 $636K - $691K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
47,930
$8.13 - $23.29 $390K - $1.12M
Global X Fds
Q2 2020 Filed on Aug 12, 2020
137,499
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 12, 2020
393,534
N/A
DBI
Designer Brands Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
59,068
$3.82 - $9.2 $226K - $543K
PSCF
Invesco S&P Smallcap Financial

ETFs
Q2 2020 Filed on Aug 12, 2020
48,368
$31.57 - $45.05 $1.53M - $2.18M
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