Kovitz Investment Group Partners
JLS icon

Kovitz Investment Group Partners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Kovitz Investment Group Partners’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-62,757
Closed -$1.13M – 1243
2024
Q3 		$1.13M Buy
+62,757
New +$1.14M 0.01% 600

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

Kovitz Investment Group Partners sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2024, closing a stake of 62,757 shares — an estimated $1.13M sold.

Kovitz Investment Group Partners first reported a position in JLS in Q3 2024 and held it in 1 quarter. The position peaked at $1.13M in Q3 2024. 29 funds tracked by Wall St. Rank hold JLS as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 62,757 Nuveen Mortgage and Income Fund shares in Q4 2024, an estimated $1.13M.
  • Kovitz Investment Group Partners first reported a position in Nuveen Mortgage and Income Fund in Q3 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Nuveen Mortgage and Income Fund position peaked at $1.13M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2024.

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