Kovitz Investment Group Partners
CELG

Kovitz Investment Group Partners’s Celgene Corp CELG Stock Holding History

Kovitz Investment Group Partners’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,023
Closed -$896K – 385
2019
Q3 		$896K Buy
9,023
+5,953
+194% +$566K 0.03% 273
2019
Q2 		$284K Buy
+3,070
New +$292K 0.01% 329
2017
Q2 		– Sell
-3,095
Closed -$385K – 168
2017
Q1 		$385K Buy
+3,095
New +$370K 0.02% 109

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Kovitz Investment Group Partners's CELG Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 9,023 shares — an estimated $896K sold.

Kovitz Investment Group Partners first reported a position in CELG in Q1 2017 and held it in 3 quarters. The position peaked at $896K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,023 Celgene Corp shares in Q4 2019, an estimated $896K.
  • Kovitz Investment Group Partners first reported a position in Celgene Corp in Q1 2017 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Celgene Corp position peaked at $896K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.