Kovitz Investment Group Partners
AEF

Kovitz Investment Group Partners’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Kovitz Investment Group Partners’s Portfolio AEF Stock Details AEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,395
Closed -$73.8K – 484
2025
Q3 		$73.8K Buy
11,395
+153
+1% +$942 ﹤0.01% 1380
2025
Q2 		$66.8K Buy
11,242
+142
+1% +$754 ﹤0.01% 1342
2025
Q1 		$55.1K Sell
11,100
-192,663
-95% -$1.01M ﹤0.01% 1228
2024
Q4 		$1.06M Sell
203,763
-269,414
-57% -$1.46M 0.01% 707
2024
Q3 		$2.63M Buy
+473,177
New +$2.52M 0.02% 456

Other funds holding AEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Kovitz Investment Group Partners's AEF Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of abrdn Emerging Markets Equity Income Fund (AEF) in Q4 2025, closing a stake of 11,395 shares — an estimated $73.8K sold.

Kovitz Investment Group Partners first reported a position in AEF in Q3 2024 and held it in 5 quarters. The position peaked at $2.63M in Q3 2024. 62 funds tracked by Wall St. Rank hold AEF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining abrdn Emerging Markets Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,395 abrdn Emerging Markets Equity Income Fund shares in Q4 2025, an estimated $73.8K.
  • Kovitz Investment Group Partners first reported a position in abrdn Emerging Markets Equity Income Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's abrdn Emerging Markets Equity Income Fund position peaked at $2.63M in Q3 2024.
  • 62 funds tracked by Wall St. Rank held abrdn Emerging Markets Equity Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.