Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Global Industrial GIC Stock Holding History

Kovitz Investment Group Partners’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,935
Closed -$1.08M – 1238
2024
Q3 		$1.08M Sell
31,935
-8,021
-20% -$264K 0.01% 608
2024
Q2 		$1.25M Buy
+39,956
New +$1.46M 0.01% 494

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's GIC Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Global Industrial (GIC) in Q4 2024, closing a stake of 31,935 shares — an estimated $1.08M sold.

Kovitz Investment Group Partners first reported a position in GIC in Q2 2024 and held it in 2 quarters. The position peaked at $1.25M in Q2 2024. 128 funds tracked by Wall St. Rank hold GIC as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Global Industrial position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 31,935 Global Industrial shares in Q4 2024, an estimated $1.08M.
  • Kovitz Investment Group Partners first reported a position in Global Industrial in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Global Industrial position peaked at $1.25M in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Global Industrial as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.