Kovitz Investment Group Partners
VMRK

Kovitz Investment Group Partners’s Vivmark Residential VMRK Stock Holding History

Kovitz Investment Group Partners’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-24,377
Closed -$1.69M – 1068
2024
Q2 		$1.69M Sell
24,377
-8,810
-27% -$573K 0.01% 452
2024
Q1 		$2.09M Buy
+33,187
New +$2.02M 0.03% 292

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Kovitz Investment Group Partners's VMRK Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Vivmark Residential (VMRK) in Q3 2024, closing a stake of 24,377 shares — an estimated $1.69M sold.

Kovitz Investment Group Partners first reported a position in VMRK in Q1 2024 and held it in 2 quarters. The position peaked at $2.09M in Q1 2024. 678 funds tracked by Wall St. Rank hold VMRK as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Vivmark Residential position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,377 Vivmark Residential shares in Q3 2024, an estimated $1.69M.
  • Kovitz Investment Group Partners first reported a position in Vivmark Residential in Q1 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Vivmark Residential position peaked at $2.09M in Q1 2024.
  • 678 funds tracked by Wall St. Rank held Vivmark Residential as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.