Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Kovitz Investment Group Partners’s Portfolio CHW Stock Details CHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-45,399	Closed	-$342K	–	599
2025 Q3	$342K	Buy	45,399 +6	+0%	+$44	﹤0.01%	1155
2025 Q2	$324K	Buy	45,393 +8	+0%	+$53	﹤0.01%	1112
2025 Q1	$290K	Buy	45,385 +6	+0%	+$41	﹤0.01%	1067
2024 Q4	$306K	Buy	+45,379	New	+$321K	﹤0.01%	1037

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return