Kovitz Investment Group Partners
DTM icon

Kovitz Investment Group Partners’s DT Midstream DTM Stock Holding History

Kovitz Investment Group Partners’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
+1,527
New +$199K ﹤0.01% 477
2025
Q4 		– Sell
-5,011
Closed -$567K – 675
2025
Q3 		$567K Sell
5,011
-387
-7% -$40.4K ﹤0.01% 992
2025
Q2 		$594K Buy
5,398
+280
+5% +$28.4K ﹤0.01% 928
2025
Q1 		$494K Buy
5,118
+1,250
+32% +$125K ﹤0.01% 909
2024
Q4 		$385K Sell
3,868
-490
-11% -$46.7K ﹤0.01% 969
2024
Q3 		$308K Sell
4,358
-12,581
-74% -$939K ﹤0.01% 866
2024
Q2 		$1.2M Sell
16,939
-187
-1% -$12.3K 0.01% 500
2024
Q1 		$1.05M Buy
+17,126
New +$953K 0.01% 406

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