Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Peloton Interactive PTON Stock Holding History

Kovitz Investment Group Partners’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,674
Closed -$101K – 420
2022
Q4 		$101K Sell
12,674
-232
-2% -$1.85K ﹤0.01% 384
2022
Q3 		$89K Buy
+12,906
New +$89K ﹤0.01% 385