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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
–
426
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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MSCM
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1-Year Est. Return
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$89.9B AUM
20.5%
1-Year Est. Return
EE
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$320M AUM
18.11%
1-Year Est. Return
GCM
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Mt. Pleasant, South Carolina
$239M AUM
122.67%
1-Year Est. Return
MCP
Mirador Capital Partners
Pleasanton, California
$816M AUM
42.46%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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