Kovitz Investment Group Partners
JRI icon

Kovitz Investment Group Partners’s Nuveen Real Asset Income & Growth Fund JRI Stock Holding History

Kovitz Investment Group Partners’s Portfolio JRI Stock Details JRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-226,043
Closed -$3.06M – 1244
2024
Q3 		$3.06M Buy
+226,043
New +$2.89M 0.02% 420

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

Kovitz Investment Group Partners sold out of Nuveen Real Asset Income & Growth Fund (JRI) in Q4 2024, closing a stake of 226,043 shares — an estimated $3.06M sold.

Kovitz Investment Group Partners first reported a position in JRI in Q3 2024 and held it in 1 quarter. The position peaked at $3.06M in Q3 2024. 77 funds tracked by Wall St. Rank hold JRI as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Nuveen Real Asset Income & Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 226,043 Nuveen Real Asset Income & Growth Fund shares in Q4 2024, an estimated $3.06M.
  • Kovitz Investment Group Partners first reported a position in Nuveen Real Asset Income & Growth Fund in Q3 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Nuveen Real Asset Income & Growth Fund position peaked at $3.06M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held Nuveen Real Asset Income & Growth Fund as of Q4 2024.

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