Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Brookfield Infrastructure Partners BIP Stock Holding History

Kovitz Investment Group Partners’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,926
Closed -$347K – 1253
2024
Q4 		$347K Hold
10,926
– – ﹤0.01% 1001
2024
Q3 		$383K Hold
10,926
– – ﹤0.01% 811
2024
Q2 		$300K Sell
10,926
-15
-0.1% -$427 ﹤0.01% 731
2024
Q1 		$341K Buy
+10,941
New +$332K ﹤0.01% 568

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SC
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Kovitz Investment Group Partners's BIP Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Brookfield Infrastructure Partners (BIP) in Q1 2025, closing a stake of 10,926 shares — an estimated $347K sold.

Kovitz Investment Group Partners first reported a position in BIP in Q1 2024 and held it in 4 quarters. The position peaked at $383K in Q3 2024. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Brookfield Infrastructure Partners position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,926 Brookfield Infrastructure Partners shares in Q1 2025, an estimated $347K.
  • Kovitz Investment Group Partners first reported a position in Brookfield Infrastructure Partners in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Brookfield Infrastructure Partners position peaked at $383K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.