Stocks With The Most
Closed Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net closed
positions 		Closed positions New positions Return since
31 Mar ‘23
1976
3 5 2 10.4%
1977
3 5 2 33.9%
1978
3 5 2 88.8%
EQTY icon
1979
Kovitz Core Equity ETF
EQTY
$1.35B
3 5 2 61.7%
1980
3 5 2 4.74%
1981
3 5 2 75.7%
1982
3 5 2 46.1%
1983
3 5 2 49.2%
1984
3 5 2 4.38%
1985
3 5 2 247%
NCNA
1986
NuCana
NCNA
$14M
3 5 2 99.9%
1987
3 5 2 1.32%
1988
3 5 2 49.3%
1989
3 5 2 96.4%
1990
3 5 2 95.1%
1991
3 5 2 98.1%
1992
3 5 2 503%
1993
3 5 2 35.8%
1994
3 5 2 24.5%
1995
3 5 2 15.1%
1996
3 5 2 44.6%
1997
3 5 2 2.37%
1998
3 5 2 101%
1999
3 5 2 72.8%
2000
3 5 2 34.5%
78 79
80
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