Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Core Scientific CORZ Stock Holding History

Kovitz Investment Group Partners’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,964
Closed -$154K – 1259
2024
Q4 		$154K Buy
+10,964
New +$162K ﹤0.01% 1186

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OWP
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TSC
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JCM
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FAM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return

Kovitz Investment Group Partners's CORZ Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Core Scientific (CORZ) in Q1 2025, closing a stake of 10,964 shares — an estimated $154K sold.

Kovitz Investment Group Partners first reported a position in CORZ in Q4 2024 and held it in 1 quarter. The position peaked at $154K in Q4 2024. 336 funds tracked by Wall St. Rank hold CORZ as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Core Scientific position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,964 Core Scientific shares in Q1 2025, an estimated $154K.
  • Kovitz Investment Group Partners first reported a position in Core Scientific in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Core Scientific position peaked at $154K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.