Kovitz Investment Group Partners
EXG icon

Kovitz Investment Group Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Kovitz Investment Group Partners’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38,257
Closed -$348K – 732
2025
Q3 		$348K Sell
38,257
-3,949
-9% -$35K ﹤0.01% 1146
2025
Q2 		$369K Sell
42,206
-7,186
-15% -$59.5K ﹤0.01% 1078
2025
Q1 		$402K Buy
49,392
+22,227
+82% +$186K ﹤0.01% 970
2024
Q4 		$222K Buy
27,165
+7,484
+38% +$63.2K ﹤0.01% 1132
2024
Q3 		$172K Buy
19,681
+6,481
+49% +$54.5K ﹤0.01% 960
2024
Q2 		$112K Hold
13,200
– – ﹤0.01% 806
2024
Q1 		$108K Hold
13,200
– – ﹤0.01% 649
2023
Q4 		$102K Hold
13,200
– – ﹤0.01% 408
2023
Q3 		$97.3K Hold
13,200
– – ﹤0.01% 391
2023
Q2 		$105K Hold
13,200
– – ﹤0.01% 405
2023
Q1 		$103K Buy
+13,200
New +$102K ﹤0.01% 412

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