Kovitz Investment Group Partners
JEQ

Kovitz Investment Group Partners’s abrdn Japan Equity Fund JEQ Stock Holding History

Kovitz Investment Group Partners’s Portfolio JEQ Stock Details JEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,305
Closed -$77.7K – 1448
2025
Q2 		$77.7K Sell
10,305
-210
-2% -$1.44K ﹤0.01% 1337
2025
Q1 		$68.4K Buy
10,515
+49
+0.5% +$294 ﹤0.01% 1224
2024
Q4 		$60.2K Sell
10,466
-1
-0% -$6 ﹤0.01% 1217
2024
Q3 		$65.4K Buy
+10,467
New +$62.9K ﹤0.01% 996

Other funds holding JEQ

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return

Kovitz Investment Group Partners's JEQ Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of abrdn Japan Equity Fund (JEQ) in Q3 2025, closing a stake of 10,305 shares — an estimated $77.7K sold.

Kovitz Investment Group Partners first reported a position in JEQ in Q3 2024 and held it in 4 quarters. The position peaked at $77.7K in Q2 2025. 27 funds tracked by Wall St. Rank hold JEQ as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining abrdn Japan Equity Fund position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,305 abrdn Japan Equity Fund shares in Q3 2025, an estimated $77.7K.
  • Kovitz Investment Group Partners first reported a position in abrdn Japan Equity Fund in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's abrdn Japan Equity Fund position peaked at $77.7K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held abrdn Japan Equity Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.