Kovitz Investment Group Partners
HYI

Kovitz Investment Group Partners’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Kovitz Investment Group Partners’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40,820
Closed -$489K – 1444
2025
Q2 		$489K Sell
40,820
-1,599
-4% -$18.7K ﹤0.01% 979
2025
Q1 		$502K Sell
42,419
-1,866
-4% -$22.4K ﹤0.01% 902
2024
Q4 		$523K Sell
44,285
-14,738
-25% -$179K ﹤0.01% 879
2024
Q3 		$707K Buy
+59,023
New +$706K 0.01% 702

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HA
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UCI
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CIA
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TA
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