Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street STT Stock Holding History

Kovitz Investment Group Partners’s Portfolio STT Stock Details STT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$6.76M Sell
2025
Q2 		$8.07M Buy
2025
Q1 		$5.48M Buy
2024
Q4 		$5.96M Buy
2024
Q3 		$4.32M Buy
2019
Q3 		– Sell
2019
Q2 		$2.06M Buy
2019
Q1 		$2.41M Buy