Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Axcelis ACLS Stock Holding History

Kovitz Investment Group Partners’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,728
Closed -$388K – 1057
2024
Q2 		$388K Buy
2,728
+283
+12% +$32.6K ﹤0.01% 693
2024
Q1 		$273K Buy
+2,445
New +$291K ﹤0.01% 596

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
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American Century Companies
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RP
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's ACLS Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 2,728 shares — an estimated $388K sold.

Kovitz Investment Group Partners first reported a position in ACLS in Q1 2024 and held it in 2 quarters. The position peaked at $388K in Q2 2024. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,728 Axcelis shares in Q3 2024, an estimated $388K.
  • Kovitz Investment Group Partners first reported a position in Axcelis in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Axcelis position peaked at $388K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.