Kovitz Investment Group Partners
CWT icon

Kovitz Investment Group Partners’s California Water Service CWT Stock Holding History

Kovitz Investment Group Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36,810
Closed -$1.67M – 1416
2025
Q2 		$1.67M Sell
36,810
-1,628
-4% -$77.9K 0.01% 683
2025
Q1 		$1.86M Buy
38,438
+373
+1% +$16.9K 0.01% 595
2024
Q4 		$1.73M Sell
38,065
-2,164
-5% -$109K 0.01% 600
2024
Q3 		$2.15M Buy
+40,229
New +$2.13M 0.02% 485

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return