Kovitz Investment Group Partners
BTAL icon

Kovitz Investment Group Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Kovitz Investment Group Partners’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,221,703
Closed -$35.4M – 564
2025
Q3 		$35.4M Buy
2,221,703
+1,350,767
+155% +$22.3M 0.14% 144
2025
Q2 		$15.4M Sell
870,936
-938,403
-52% -$18.3M 0.07% 238
2025
Q1 		$37.7M Buy
1,809,339
+594,078
+49% +$11.3M 0.19% 110
2024
Q4 		$22.5M Sell
1,215,261
-201,677
-14% -$3.88M 0.11% 160
2024
Q3 		$27.8M Buy
+1,416,938
New +$28.2M 0.2% 98

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