Kovitz Investment Group Partners’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$685K Sell
2025
Q2
$738K Sell
2025
Q1
$824K Buy
2024
Q4
$767K Buy