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

Kovitz Investment Group Partners’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,850
Closed -$158K – 1271
2025
Q3 		$158K Hold
24,850
– – ﹤0.01% 1352
2025
Q2 		$169K Hold
24,850
– – ﹤0.01% 1293
2025
Q1 		$163K Hold
24,850
– – ﹤0.01% 1190
2024
Q4 		$173K Hold
24,850
– – ﹤0.01% 1179
2024
Q3 		$176K Buy
+24,850
New +$170K ﹤0.01% 958

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