Kovitz Investment Group Partners’s MidCap Financial Investment MFIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$1.22M Sell
2025
Q2
$1.38M Hold
2025
Q1
$1.41M Buy
2024
Q4
$805K Buy
2024
Q3
$692K Buy