Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Polaris PII Stock Holding History

Kovitz Investment Group Partners’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,129
Closed -$518K – 1240
2024
Q3 		$518K Sell
6,129
-1,418
-19% -$120K ﹤0.01% 749
2024
Q2 		$591K Sell
7,547
-1,647
-18% -$129K 0.01% 625
2024
Q1 		$921K Buy
+9,194
New +$921K 0.01% 422