Kovitz Investment Group Partners
SH icon

Kovitz Investment Group Partners’s ProShares Short S&P500 SH Stock Holding History

Kovitz Investment Group Partners’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,222
Closed -$330K – 1093
2024
Q2 		$330K Sell
7,222
-26,945
-79% -$1.29M ﹤0.01% 721
2024
Q1 		$1.62M Buy
+34,167
New +$1.71M 0.02% 326
2020
Q4 		– Sell
-2,463
Closed -$200K – 424
2020
Q3 		$200K Buy
+2,463
New +$204K 0.01% 392
2020
Q1 		– Sell
-4,388
Closed -$421K – 390
2019
Q4 		$421K Buy
+4,388
New +$443K 0.01% 327

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EE
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GCM
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MCP
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AWA
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UBS Group
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Kovitz Investment Group Partners's SH Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of ProShares Short S&P500 (SH) in Q3 2024, closing a stake of 7,222 shares — an estimated $330K sold.

Kovitz Investment Group Partners first reported a position in SH in Q4 2019 and held it in 4 quarters. The position peaked at $1.62M in Q1 2024. 159 funds tracked by Wall St. Rank hold SH as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining ProShares Short S&P500 position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,222 ProShares Short S&P500 shares in Q3 2024, an estimated $330K.
  • Kovitz Investment Group Partners first reported a position in ProShares Short S&P500 in Q4 2019 and held it in 4 quarters.
  • Kovitz Investment Group Partners's ProShares Short S&P500 position peaked at $1.62M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.