Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Plains All American Pipeline PAA Stock Holding History

Kovitz Investment Group Partners’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-606,403
Closed -$10.3M – 1059
2025
Q3 		$10.3M Sell
606,403
-31,142
-5% -$558K 0.04% 324
2025
Q2 		$11.7M Sell
637,545
-17,818
-3% -$311K 0.05% 279
2025
Q1 		$13.1M Sell
655,363
-41,899
-6% -$828K 0.07% 226
2024
Q4 		$11.9M Buy
697,262
+27,491
+4% +$478K 0.06% 237
2024
Q3 		$11.6M Buy
+669,771
New +$12M 0.08% 203

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Blackstone Inc
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Morgan Stanley
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TCA
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UBS Group
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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return