Kovitz Investment Group Partners
MIN

Kovitz Investment Group Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Kovitz Investment Group Partners’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-204,094
Closed -$547K – 980
2025
Q3 		$547K Sell
204,094
-1
-0% -$3 ﹤0.01% 1005
2025
Q2 		$553K Buy
+204,095
New +$545K ﹤0.01% 943
2025
Q1 		– Sell
-214,737
Closed -$571K – 1288
2024
Q4 		$571K Sell
214,737
-11,116
-5% -$30.1K ﹤0.01% 857
2024
Q3 		$604K Buy
+225,853
New +$615K ﹤0.01% 723
2019
Q1 		– Sell
-645,481
Closed -$2.37M – 366
2018
Q4 		$2.37M Sell
645,481
-30,470
-5% -$112K 0.09% 134
2018
Q3 		$2.54M Sell
675,951
-12,525
-2% -$47.6K 0.12% 51
2018
Q2 		$2.66M Sell
688,476
-12,930
-2% -$50.1K 0.12% 52
2018
Q1 		$2.76M Sell
701,406
-135,576
-16% -$540K 0.13% 50
2017
Q4 		$3.47K Sell
836,982
-20,120
-2% -$84.3K 0.15% 49
2017
Q3 		$3.67M Sell
857,102
-1,345
-0.2% -$5.78K 0.18% 43
2017
Q2 		$3.71M Hold
858,447
– – 0.2% 43
2017
Q1 		$3.7M Buy
+858,447
New +$3.73M 0.2% 47
2016
Q4 		– Sell
-861,057
Closed -$3.9M – 127
2016
Q3 		$3.9M Sell
861,057
-7,321
-0.8% -$33.7K 0.24% 46
2016
Q2 		$4.03M Sell
868,378
-26,725
-3% -$123K 0.28% 47
2016
Q1 		$4.13M Buy
+895,103
New +$4.08M 0.24% 46

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's MIN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2025, closing a stake of 204,094 shares — an estimated $547K sold.

Kovitz Investment Group Partners first reported a position in MIN in Q1 2016 and held it in 15 quarters. The position peaked at $4.13M in Q1 2016. 86 funds tracked by Wall St. Rank hold MIN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 204,094 Aberdeen Intermediate Income Fund shares in Q4 2025, an estimated $547K.
  • Kovitz Investment Group Partners first reported a position in Aberdeen Intermediate Income Fund in Q1 2016 and held it in 15 quarters.
  • Kovitz Investment Group Partners's Aberdeen Intermediate Income Fund position peaked at $4.13M in Q1 2016.
  • 86 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.