Kovitz Investment Group Partners’s Ellsworth Growth & Income Fund ECF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $288K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $140K | Hold |
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|
2019
Q3 | $125K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $114K | Buy |
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