Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Gabelli Equity Trust GAB Stock Holding History

Kovitz Investment Group Partners’s Portfolio GAB Stock Details GAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19,668
Closed -$102K – 1072
2024
Q2 		$102K Buy
+19,668
New +$106K ﹤0.01% 808

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Kovitz Investment Group Partners's GAB Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Gabelli Equity Trust (GAB) in Q3 2024, closing a stake of 19,668 shares — an estimated $102K sold.

Kovitz Investment Group Partners first reported a position in GAB in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Gabelli Equity Trust position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,668 Gabelli Equity Trust shares in Q3 2024, an estimated $102K.
  • Kovitz Investment Group Partners first reported a position in Gabelli Equity Trust in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Gabelli Equity Trust position peaked at $102K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.