Kovitz Investment Group Partners
MFIC icon

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

Kovitz Investment Group Partners’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-101,666
Closed -$1.22M – 973
2025
Q3 		$1.22M Sell
101,666
-8,000
-7% -$102K ﹤0.01% 792
2025
Q2 		$1.38M Hold
109,666
– – 0.01% 719
2025
Q1 		$1.41M Buy
109,666
+50,000
+84% +$680K 0.01% 650
2024
Q4 		$805K Buy
59,666
+8,000
+15% +$109K ﹤0.01% 766
2024
Q3 		$692K Buy
+51,666
New +$730K ﹤0.01% 705

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