KIG
VOD icon

Kovitz Investment Group’s Vodafone VOD Stock Holding History

Kovitz Investment Group’s Portfolio VOD Stock Details VOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-394,698
Closed -$13.2M – 110
2014
Q2 		$13.2M Sell
394,698
-132,041
-25% -$4.67M 0.69% 35
2014
Q1 		$19.4M Sell
526,739
-341,780
-39% -$13.2M 0.99% 40
2013
Q4 		$34.8M Sell
868,519
-51,221
-6% -$1.93M 1.59% 30
2013
Q3 		$33M Buy
+919,740
New +$29.1M 1.6% 31

Other funds holding VOD

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group's VOD Position: Q3 2014 in Review

Kovitz Investment Group sold out of Vodafone (VOD) in Q3 2014, closing a stake of 394,698 shares — an estimated $13.2M sold.

Kovitz Investment Group first reported a position in VOD in Q3 2013 and held it in 4 quarters. The position peaked at $34.8M in Q4 2013. 657 funds tracked by Wall St. Rank hold VOD as of Q3 2014.

  • Kovitz Investment Group reported no remaining Vodafone position as of Q3 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 394,698 Vodafone shares in Q3 2014, an estimated $13.2M.
  • Kovitz Investment Group first reported a position in Vodafone in Q3 2013 and held it in 4 quarters.
  • Kovitz Investment Group's Vodafone position peaked at $34.8M in Q4 2013.
  • 657 funds tracked by Wall St. Rank held Vodafone as of Q3 2014.

Based on Kovitz Investment Group's 13F filing for Q3 2014, filed 14 Nov 2014.