Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Kovitz Investment Group Partners’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18,064
Closed -$490K – 788
2025
Q3 		$490K Buy
+18,064
New +$482K ﹤0.01% 1041
2024
Q3 		– Sell
-12,399
Closed -$282K – 1073
2024
Q2 		$282K Buy
+12,399
New +$278K ﹤0.01% 741

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