Kovitz Investment Group Partners’s Liberty Global Class A LBTYA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,100	Closed	-$189K	–	395
2022 Q3	$189K	Sell	12,100 -3,000	-20%	-$60.3K	﹤0.01%	381
2022 Q2	$318K	Hold	15,100	–	–	0.01%	363
2022 Q1	$385K	Buy	+15,100	New	+$400K	0.01%	362
2021 Q4	–	Sell	-15,100	Closed	-$450K	–	440
2021 Q3	$450K	Hold	15,100	–	–	0.01%	360
2021 Q2	$410K	Buy	+15,100	New	+$407K	0.01%	371

Other funds holding LBTYA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Kovitz Investment Group Partners's LBTYA Position: Q4 2022 in Review

Kovitz Investment Group Partners sold out of Liberty Global Class A (LBTYA) in Q4 2022, closing a stake of 12,100 shares — an estimated $189K sold.

Kovitz Investment Group Partners first reported a position in LBTYA in Q2 2021 and held it in 5 quarters. The position peaked at $450K in Q3 2021. 275 funds tracked by Wall St. Rank hold LBTYA as of Q4 2022.

Kovitz Investment Group Partners reported no remaining Liberty Global Class A position as of Q4 2022 after selling out during the quarter.
Kovitz Investment Group Partners sold 12,100 Liberty Global Class A shares in Q4 2022, an estimated $189K.
Kovitz Investment Group Partners first reported a position in Liberty Global Class A in Q2 2021 and held it in 5 quarters.
Kovitz Investment Group Partners's Liberty Global Class A position peaked at $450K in Q3 2021.
275 funds tracked by Wall St. Rank held Liberty Global Class A as of Q4 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2022, filed 19 Jan 2023.