Kovitz Investment Group Partners
COTY icon

Kovitz Investment Group Partners’s Coty COTY Stock Holding History

Kovitz Investment Group Partners’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,591
Closed -$288K – 417
2022
Q4 		$288K Sell
33,591
-51,686
-61% -$379K 0.01% 362
2022
Q3 		$539K Sell
85,277
-589
-0.7% -$4.45K 0.01% 320
2022
Q2 		$688K Buy
+85,866
New +$645K 0.02% 315
2021
Q4 		– Sell
-42,650
Closed -$335K – 411
2021
Q3 		$335K Sell
42,650
-101,918
-70% -$872K 0.01% 381
2021
Q2 		$1.35M Buy
144,568
+3,009
+2% +$27.3K 0.03% 273
2021
Q1 		$1.27M Buy
141,559
+30,697
+28% +$234K 0.03% 257
2020
Q4 		$778K Buy
110,862
+49,767
+81% +$256K 0.02% 302
2020
Q3 		$165K Buy
+61,095
New +$231K ﹤0.01% 395

Other funds holding COTY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's COTY Position: Q1 2023 in Review

Kovitz Investment Group Partners sold out of Coty (COTY) in Q1 2023, closing a stake of 33,591 shares — an estimated $288K sold.

Kovitz Investment Group Partners first reported a position in COTY in Q3 2020 and held it in 8 quarters. The position peaked at $1.35M in Q2 2021. 308 funds tracked by Wall St. Rank hold COTY as of Q1 2023.

  • Kovitz Investment Group Partners reported no remaining Coty position as of Q1 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 33,591 Coty shares in Q1 2023, an estimated $288K.
  • Kovitz Investment Group Partners first reported a position in Coty in Q3 2020 and held it in 8 quarters.
  • Kovitz Investment Group Partners's Coty position peaked at $1.35M in Q2 2021.
  • 308 funds tracked by Wall St. Rank held Coty as of Q1 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2023, filed 11 May 2023.