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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,674
Closed -$101K – 423
2022
Q4 		$101K Sell
12,674
-232
-2% -$2.23K ﹤0.01% 387
2022
Q3 		$89K Buy
+12,906
New +$131K ﹤0.01% 387

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Kovitz Investment Group Partners's PTON Position: Q1 2023 in Review

Kovitz Investment Group Partners sold out of Peloton Interactive (PTON) in Q1 2023, closing a stake of 12,674 shares — an estimated $101K sold.

Kovitz Investment Group Partners first reported a position in PTON in Q3 2022 and held it in 2 quarters. The position peaked at $101K in Q4 2022. 409 funds tracked by Wall St. Rank hold PTON as of Q1 2023.

  • Kovitz Investment Group Partners reported no remaining Peloton Interactive position as of Q1 2023 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,674 Peloton Interactive shares in Q1 2023, an estimated $101K.
  • Kovitz Investment Group Partners first reported a position in Peloton Interactive in Q3 2022 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Peloton Interactive position peaked at $101K in Q4 2022.
  • 409 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2023.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2023, filed 11 May 2023.