Kovitz Investment Group Partners
CHNG

Kovitz Investment Group Partners’s Change Healthcare Inc. Common Stock CHNG Stock Holding History

Kovitz Investment Group Partners’s Portfolio CHNG Stock Details CHNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-193,744
Closed -$5.33M – 406
2022
Q3 		$5.33M Sell
193,744
-357
-0.2% -$8.85K 0.12% 133
2022
Q2 		$4.48M Buy
194,101
+1,350
+0.7% +$31.5K 0.1% 164
2022
Q1 		$4.2M Buy
192,751
+146,542
+317% +$3.04M 0.08% 184
2021
Q4 		$862K Sell
46,209
-135,703
-75% -$2.85M 0.02% 298
2021
Q3 		$3.81M Buy
181,912
+13,382
+8% +$292K 0.08% 179
2021
Q2 		$3.88M Buy
168,530
+2,112
+1% +$48.6K 0.08% 178
2021
Q1 		$3.68M Buy
166,418
+120,209
+260% +$2.78M 0.09% 159
2020
Q4 		$862K Sell
46,209
-2,010
-4% -$33K 0.02% 292
2020
Q3 		$700K Sell
48,219
-2,582
-5% -$32.8K 0.02% 293
2020
Q2 		$569K Sell
50,801
-1,218
-2% -$13.7K 0.02% 300
2020
Q1 		$520K Buy
+52,019
New +$727K 0.02% 293

Other funds holding CHNG

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Kovitz Investment Group Partners's CHNG Position: Q4 2022 in Review

Kovitz Investment Group Partners sold out of Change Healthcare Inc. Common Stock (CHNG) in Q4 2022, closing a stake of 193,744 shares — an estimated $5.33M sold.

Kovitz Investment Group Partners first reported a position in CHNG in Q1 2020 and held it in 11 quarters. The position peaked at $5.33M in Q3 2022. 1 fund tracked by Wall St. Rank holds CHNG as of Q4 2022.

  • Kovitz Investment Group Partners reported no remaining Change Healthcare Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 193,744 Change Healthcare Inc. Common Stock shares in Q4 2022, an estimated $5.33M.
  • Kovitz Investment Group Partners first reported a position in Change Healthcare Inc. Common Stock in Q1 2020 and held it in 11 quarters.
  • Kovitz Investment Group Partners's Change Healthcare Inc. Common Stock position peaked at $5.33M in Q3 2022.
  • 1 fund tracked by Wall St. Rank held Change Healthcare Inc. Common Stock as of Q4 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2022, filed 19 Jan 2023.