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Kovitz Investment Group Partners
FELV icon

Kovitz Investment Group Partners’s Fidelity Enhanced Large Cap Value ETF FELV Stock Holding History

Kovitz Investment Group Partners’s Portfolio FELV Stock Details FELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-12,813
Closed -$430K – 745
2025
Q3
$430K Sell
12,813
-1,010
-7% -$32.9K ﹤0.01% 1089
2025
Q2
$439K Buy
13,823
+1,168
+9% +$35.4K ﹤0.01% 1023
2025
Q1
$389K Buy
12,655
+2,018
+19% +$63K ﹤0.01% 976
2024
Q4
$324K Buy
10,637
+50
+0.5% +$1.58K ﹤0.01% 1024
2024
Q3
$7.54K Buy
+10,587
New +$314K ﹤0.01% 1030

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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