Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock Enhanced Equity Dividend Trust BDJ Stock Holding History

Kovitz Investment Group Partners’s Portfolio BDJ Stock Details BDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-381,684
Closed -$3.48M – 535
2025
Q3 		$3.48M Sell
381,684
-56,190
-13% -$502K 0.01% 529
2025
Q2 		$3.89M Buy
437,874
+393
+0.1% +$3.3K 0.02% 490
2025
Q1 		$3.76M Sell
437,481
-75,828
-15% -$661K 0.02% 454
2024
Q4 		$4.25M Buy
513,309
+185,989
+57% +$1.62M 0.02% 429
2024
Q3 		$2.77M Buy
+327,320
New +$2.74M 0.02% 445

Other funds holding BDJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of BlackRock Enhanced Equity Dividend Trust (BDJ) in Q4 2025, closing a stake of 381,684 shares — an estimated $3.48M sold.

Kovitz Investment Group Partners first reported a position in BDJ in Q3 2024 and held it in 5 quarters. The position peaked at $4.25M in Q4 2024. 204 funds tracked by Wall St. Rank hold BDJ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock Enhanced Equity Dividend Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 381,684 BlackRock Enhanced Equity Dividend Trust shares in Q4 2025, an estimated $3.48M.
  • Kovitz Investment Group Partners first reported a position in BlackRock Enhanced Equity Dividend Trust in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's BlackRock Enhanced Equity Dividend Trust position peaked at $4.25M in Q4 2024.
  • 204 funds tracked by Wall St. Rank held BlackRock Enhanced Equity Dividend Trust as of Q4 2025.

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