Kovitz Investment Group Partners, LLC Reduced Holdings in Q3 2024

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVR
Nvr Inc

Consumer Cyclical
-6
- 12.5%
$7421.51 - $9811.8 $44.5K - $58.9K
42 $412K
FLJP
Franklin Templeton ETF Tr

ETFs
-156
- 0.45%
$26.79 - $31.0 $4.18K - $4.84K
34.9K $1.06M
BIDU
Baidu, Inc.

Communication Services
-97
- 2.83%
$81.0 - $105.29 $7.86K - $10.2K
3.33K $350K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1
- 0.01%
$76.07 - $83.33 $76.1 - $83.3
10.5K $872K
KT
Kt Corp

Communication Services
-2.17K
- 3.38%
$13.14 - $15.8 $28.5K - $34.2K
61.9K $951K
OHI
Omega Healthcare Investors Inc

Real Estate
-1.6K
- 7.17%
$33.55 - $41.29 $53.7K - $66.1K
20.7K $842K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
-1.54K
- 2.14%
$13.76 - $15.44 $21.1K - $23.7K
70.4K $1.07M
IAPR
Innovator Etfs Tr Internationa

ETFs
-823
- 1.08%
$26.49 - $28.58 $21.8K - $23.5K
75.1K $2.13M
EWI
Ishares Inc Msci Italy ETF

ETFs
-220
- 0.75%
$34.96 - $39.44 $7.69K - $8.68K
29.3K $1.14M
DT
Dynatrace, Inc.

Technology
-237
- 2.02%
$40.49 - $53.47 $9.6K - $12.7K
11.5K $613K
CWEN
Clearway Energy, Inc.

Utilities
-2.82K
- 9.01%
$24.11 - $30.68 $67.9K - $86.4K
28.4K $872K
CCI
Crown Castle International Corp

Real Estate
-418
- 5.56%
$95.29 - $120.24 $39.8K - $50.3K
7.1K $842K
OZK
Bank Ozk

Financial Services
-1.91K
- 1.8%
$39.66 - $47.08 $75.8K - $90K
104K $4.47M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-387
- 2.26%
$127.29 - $141.5 $49.3K - $54.8K
16.7K $2.33M
IDX
Vaneck ETF Tr Indonesia Index

ETFs
-412
- 0.67%
$15.87 - $19.06 $6.54K - $7.85K
60.8K $1.1M
JWN
Nordstrom Inc

Consumer Cyclical
-3.82K
- 2.18%
$21.09 - $23.82 $80.5K - $90.9K
172K $3.86M
FLCH
Franklin Templeton ETF Tr

ETFs
-992
- 2.21%
$15.81 - $20.11 $15.7K - $19.9K
43.9K $882K
SKY
Skyline Champion Corp

Consumer Cyclical
-188
- 3.25%
$65.6 - $95.65 $12.3K - $18K
5.59K $530K
EWG
Ishares Msci Germany ETF

ETFs
-329
- 0.64%
$29.49 - $33.93 $9.7K - $11.2K
51.4K $1.74M
EZA
Ishares Msci South Africa ETF

ETFs
-181
- 0.76%
$42.48 - $51.55 $7.69K - $9.33K
23.7K $1.19M
HEI
Heico Corp

Industrials
-1.06K
- 8.82%
$220.59 - $267.96 $233K - $284K
10.9K $2.86M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-301
- 0.54%
$59.93 - $66.52 $18K - $20K
55.2K $3.67M
PLD
Prologis, Inc.

Real Estate
-799
- 3.62%
$111.95 - $132.43 $89.4K - $106K
21.3K $2.68M
WTW
Willis Towers Watson PLC

Financial Services
-1.94K
- 7.99%
$257.34 - $294.53 $499K - $572K
22.4K $6.59M
IWS
Ishares Russell Midcap Value E

ETFs
-123
- 0.59%
$119.52 - $132.25 $14.7K - $16.3K
20.8K $2.75M
XLC
Select Sector Spdr Tr Communic

ETFs
-19
- 0.04%
$82.16 - $90.4 $1.56K - $1.72K
49.1K $4.44M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-716
- 1.52%
$54.75 - $61.2 $39.2K - $43.8K
46.5K $2.85M
GDDY
Go Daddy Inc.

Technology
-2.26K
- 6.5%
$141.41 - $167.41 $319K - $378K
32.5K $5.09M
PI
Impinj Inc

Technology
-200
- 4.22%
$137.66 - $217.83 $27.5K - $43.6K
4.54K $982K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-346
- 0.62%
$48.71 - $54.57 $16.9K - $18.9K
55.9K $3.03M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-76
- 0.22%
$43.67 - $51.82 $3.32K - $3.94K
33.7K $1.75M
SAP
Sap Se

Technology
-403
- 3.1%
$197.21 - $231.0 $79.5K - $93.1K
12.6K $2.89M
EPP
Ishares Inc

ETFs
-1.17K
- 2.09%
$41.3 - $48.84 $48.1K - $56.9K
54.5K $2.66M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-971
- 0.82%
$49.09 - $55.08 $47.7K - $53.5K
117K $6.44M
DUK
Duke Energy Corp

Utilities
-230
- 1.07%
$99.35 - $117.71 $22.9K - $27.1K
21.3K $2.46M
IWN
Ishares Russell2000 Val ETF

ETFs
-4.15K
- 5.93%
$150.05 - $171.34 $622K - $710K
65.8K $11M
REG
Regency Centers Corp

Real Estate
-809
- 2.05%
$61.64 - $75.18 $49.9K - $60.8K
38.6K $2.79M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.77K
- 2.0%
$103.87 - $117.59 $183K - $208K
86.5K $10.1M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-593
- 0.82%
$64.53 - $72.17 $38.3K - $42.8K
72K $5.2M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-4.92K
- 1.94%
$34.48 - $37.66 $170K - $185K
249K $9.32M
DLR
Digital Realty Trust, Inc.

Real Estate
-25
- 0.04%
$144.47 - $162.98 $3.61K - $4.07K
57.4K $9.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-916
- 2.33%
$256.4 - $289.78 $235K - $265K
38.4K $10.9M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-815
- 0.78%
$75.81 - $88.73 $61.8K - $72.3K
104K $9.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.03K
- 0.76%
$107.93 - $120.23 $111K - $124K
135K $15.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-3.74K
- 1.93%
$57.69 - $64.56 $216K - $242K
191K $12.2M
LITE
Lumentum Holdings Inc.

Technology
-1.97K
- 1.88%
$40.28 - $64.74 $79.4K - $128K
103K $6.51M
MBB
Ishares Tr

ETFs
-3.24K
- 0.39%
$90.85 - $96.66 $294K - $313K
817K $78.3M
HAYW
Hayward Holdings, Inc.

Industrials
-178K
- 9.28%
$12.04 - $15.32 $2.14M - $2.72M
1.74M $26.6M
ANET
Arista Networks, Inc.

Technology
-18.6K
- 5.68%
$311.42 - $388.21 $5.78M - $7.2M
308K $118M
Activity Summary
Buys All Purchases 828 New Holdings 300 Increased Positions 528 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 2 Puts 1
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