Kovitz Investment Group Partners
ML

Kovitz Investment Group Partners’s MoneyLion Inc. ML Stock Holding History

Kovitz Investment Group Partners’s Portfolio ML Stock Details ML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,000
Closed -$865K – 1415
2025
Q1 		$865K Sell
10,000
-37,507
-79% -$3.26M ﹤0.01% 776
2024
Q4 		$4.09M Buy
+47,507
New +$3.2M 0.02% 439

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