Kovitz Investment Group Partners
L icon

Kovitz Investment Group Partners’s Loews L Stock Holding History

Kovitz Investment Group Partners’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Sell
20,390
-741
-4% -$79.3K 0.05% 217
2025
Q4 		$2.23M Sell
21,131
-27,923
-57% -$2.88M 0.05% 219
2025
Q3 		$4.92M Buy
49,054
+77
+0.2% +$7.28K 0.02% 471
2025
Q2 		$4.47M Sell
48,977
-19,393
-28% -$1.7M 0.02% 465
2025
Q1 		$6.28M Sell
68,370
-1,621
-2% -$139K 0.03% 360
2024
Q4 		$5.93M Buy
69,991
+9,950
+17% +$820K 0.03% 370
2024
Q3 		$4.5M Buy
60,041
+21,654
+56% +$1.7M 0.03% 355
2024
Q2 		$2.87M Buy
+38,387
New +$2.91M 0.02% 368

Other funds holding L

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return