Kovitz Investment Group Partners

Kovitz Investment Group Partners’s Japan Smaller Capitalization Fund JOF Stock Holding History

Kovitz Investment Group Partners’s Portfolio JOF Stock Details JOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-131,934	Closed	-$1.39M	–	916
2025 Q3	$1.39M	Sell	131,934 -21,794	-14%	-$224K	0.01%	753
2025 Q2	$1.48M	Sell	153,728 -10,014	-6%	-$90K	0.01%	708
2025 Q1	$1.37M	Sell	163,742 -2,050	-1%	-$16.3K	0.01%	661
2024 Q4	$1.27M	Sell	165,792 -1,381	-0.8%	-$10.7K	0.01%	667
2024 Q3	$1.35M	Buy	+167,173	New	+$1.31M	0.01%	561

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