Kovitz Investment Group Partners
MP icon

Kovitz Investment Group Partners’s MP Materials MP Stock Holding History

Kovitz Investment Group Partners’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,404
Closed -$272K – 1086
2024
Q2 		$272K Sell
21,404
-172
-0.8% -$2.7K ﹤0.01% 748
2024
Q1 		$309K Buy
+21,576
New +$341K ﹤0.01% 579

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kovitz Investment Group Partners's MP Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of MP Materials (MP) in Q3 2024, closing a stake of 21,404 shares — an estimated $272K sold.

Kovitz Investment Group Partners first reported a position in MP in Q1 2024 and held it in 2 quarters. The position peaked at $309K in Q1 2024. 365 funds tracked by Wall St. Rank hold MP as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining MP Materials position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 21,404 MP Materials shares in Q3 2024, an estimated $272K.
  • Kovitz Investment Group Partners first reported a position in MP Materials in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's MP Materials position peaked at $309K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held MP Materials as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.