Kovitz Investment Group Partners’s Liberty All-Star Equity Fund USA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$169K	Hold	24,850	–	–	﹤0.01%	1288
2025 Q1	$163K	Hold	24,850	–	–	﹤0.01%	1180
2024 Q4	$173K	Hold	24,850	–	–	﹤0.01%	1171
2024 Q3	$176K	Buy	+24,850	New	+$176K	﹤0.01%	955