Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Albertsons Companies ACI Stock Holding History

Kovitz Investment Group Partners’s Portfolio ACI Stock Details ACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-90,869
Closed -$1.59M – 478
2025
Q3 		$1.59M Buy
90,869
+15,669
+21% +$307K 0.01% 722
2025
Q2 		$1.62M Buy
75,200
+605
+0.8% +$13.2K 0.01% 690
2025
Q1 		$1.64M Sell
74,595
-19,032
-20% -$393K 0.01% 620
2024
Q4 		$1.84M Sell
93,627
-9,490
-9% -$180K 0.01% 589
2024
Q3 		$143K Buy
+103,117
New +$2.02M ﹤0.01% 970

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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State Street
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Morgan Stanley
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return