Kovitz Investment Group Partners’s Pioneer Municipal High Income Fund MHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-54,935	Closed	-$503K	–	1453
2025 Q2	$503K	Buy	+54,935	New	+$499K	﹤0.01%	967

Other funds holding MHI

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners's MHI Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 54,935 shares — an estimated $503K sold.

Kovitz Investment Group Partners first reported a position in MHI in Q2 2025 and held it in 1 quarter. The position peaked at $503K in Q2 2025. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

Kovitz Investment Group Partners reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 54,935 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $503K.
Kovitz Investment Group Partners first reported a position in Pioneer Municipal High Income Fund in Q2 2025 and held it in 1 quarter.
Kovitz Investment Group Partners's Pioneer Municipal High Income Fund position peaked at $503K in Q2 2025.
2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.