Kovitz Investment Group Partners
SAR icon

Kovitz Investment Group Partners’s Saratoga Investment SAR Stock Holding History

Kovitz Investment Group Partners’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
17,845
+5,751
+48% +$143K ﹤0.01% 1016
2025
Q1 		$306K Sell
12,094
-47,145
-80% -$1.19M ﹤0.01% 1039
2024
Q4 		$1.42M Sell
59,239
-3,306
-5% -$79.1K 0.01% 640
2024
Q3 		$1.45M Buy
+62,545
New +$1.45M 0.01% 542