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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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