Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s COPT Defense Properties CDP Stock Holding History

Kovitz Investment Group Partners’s Portfolio CDP Stock Details CDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,611
Closed -$816K – 1063
2024
Q2 		$816K Sell
32,611
-403
-1% -$9.69K 0.01% 579
2024
Q1 		$798K Buy
+33,014
New +$804K 0.01% 442

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Kovitz Investment Group Partners's CDP Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of COPT Defense Properties (CDP) in Q3 2024, closing a stake of 32,611 shares — an estimated $816K sold.

Kovitz Investment Group Partners first reported a position in CDP in Q1 2024 and held it in 2 quarters. The position peaked at $816K in Q2 2024. 291 funds tracked by Wall St. Rank hold CDP as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining COPT Defense Properties position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 32,611 COPT Defense Properties shares in Q3 2024, an estimated $816K.
  • Kovitz Investment Group Partners first reported a position in COPT Defense Properties in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's COPT Defense Properties position peaked at $816K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held COPT Defense Properties as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.