Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Canadian Imperial Bank of Commerce CM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-74,154	Closed	-$2.15M	–	383
2020 Q1	$2.15M	Sell	74,154 -9,278	-11%	-$345K	0.08%	169
2019 Q4	$3.47M	Sell	83,432 -1,186	-1%	-$50.2K	0.1%	144
2019 Q3	$3.49M	Sell	84,618 -3,304	-4%	-$130K	0.11%	141
2019 Q2	$3.45M	Sell	87,922 -726	-0.8%	-$29.2K	0.11%	142
2019 Q1	$3.5M	Sell	88,648 -176	-0.2%	-$7.3K	0.11%	142
2018 Q4	$3.31M	Buy	+88,824	New	+$3.78M	0.13%	112

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return