Kovitz Investment Group Partners
BDJ icon

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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return