Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s HSBC HSBC Stock Holding History

Kovitz Investment Group Partners’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
2025
Q1 		$272K Buy
2020
Q3 		– Sell
2020
Q2 		$881K Sell
2020
Q1 		$1.29M Buy
2019
Q4 		$1.79M Sell
2019
Q3 		$1.92M Buy
2019
Q2 		$2.08M Sell
2019
Q1 		$2M Sell
2018
Q4 		$2M Buy