$2.07 Billion is the total value of Kovitz Investment Group Partners, LLC's 141 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $137,318,000 | -3.7% | 688,376 | -4.4% | 6.62% | +8.5% |
| AAPL | Sell | APPLE INC | $116,071,000 | -4.2% | 691,803 | -3.3% | 5.60% | +8.0% |
| PWR | Buy | QUANTA SVCS INC | $92,793,000 | -11.3% | 2,701,401 | +1.0% | 4.48% | -0.0% |
| CBS | Buy | CBS CORP NEWcl b | $90,395,000 | +14.7% | 1,758,992 | +31.7% | 4.36% | +29.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $72,606,000 | -20.0% | 660,227 | -22.2% | 3.50% | -9.9% |
| BAC | Sell | BANK AMER CORP | $72,161,000 | -16.0% | 2,406,154 | -17.3% | 3.48% | -5.3% |
| KMX | Buy | CARMAX INC | $71,371,000 | +23.9% | 1,152,265 | +28.3% | 3.44% | +39.7% |
| GM | Sell | GENERAL MTRS CO | $70,130,000 | -12.3% | 1,929,826 | -1.1% | 3.38% | -1.2% |
| J | Buy | JACOBS ENGR GROUP INC DEL | $69,360,000 | +16.1% | 1,172,600 | +29.5% | 3.35% | +30.9% |
| CBRE | Sell | CBRE GROUP INCcl a | $66,916,000 | -1.8% | 1,417,095 | -10.0% | 3.23% | +10.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $64,281,000 | -0.6% | 62,300 | +0.8% | 3.10% | +12.1% |
| HSIC | Buy | SCHEIN HENRY INC | $61,600,000 | +55.6% | 916,533 | +61.8% | 2.97% | +75.4% |
| BA | Sell | BOEING CO | $60,638,000 | -23.7% | 184,939 | -31.3% | 2.93% | -13.9% |
| AON | Sell | AON PLC | $56,417,000 | -0.1% | 402,026 | -4.6% | 2.72% | +12.7% |
| AAL | Sell | AMERICAN AIRLS GROUP INC | $51,836,000 | -0.9% | 997,620 | -0.7% | 2.50% | +11.8% |
| UHAL | Buy | AMERCO | $49,458,000 | -6.3% | 143,315 | +2.6% | 2.39% | +5.6% |
| MCK | Sell | MCKESSON CORP | $48,790,000 | -9.9% | 346,353 | -0.2% | 2.35% | +1.6% |
| HAL | Buy | HALLIBURTON CO | $48,683,000 | -5.4% | 1,037,114 | +17.9% | 2.35% | +6.6% |
| GS | New | GOLDMAN SACHS GROUP INC | $46,060,000 | – | 182,882 | +100.0% | 2.22% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $45,591,000 | -22.5% | 488,757 | -17.4% | 2.20% | -12.6% |
| PPG | Buy | PPG INDS INC | $44,715,000 | +7.0% | 400,673 | +12.0% | 2.16% | +20.6% |
| RHI | Sell | ROBERT HALF INTL INC | $43,246,000 | -8.8% | 747,037 | -12.5% | 2.09% | +2.9% |
| ADI | New | ANALOG DEVICES INC | $42,592,000 | – | 467,376 | +100.0% | 2.06% | – |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $40,429,000 | +8.4% | 386,287 | +23.4% | 1.95% | +22.2% |
| C | Sell | CITIGROUP INC | $39,740,000 | -11.2% | 588,736 | -2.1% | 1.92% | +0.1% |
| FB | Buy | FACEBOOK INCcl a | $38,454,000 | +3819.9% | 240,649 | +4229.8% | 1.86% | +4316.7% |
| DIS | Buy | DISNEY WALT CO | $37,636,000 | +17.4% | 374,717 | +25.6% | 1.82% | +32.3% |
| DAL | Buy | DELTA AIR LINES INC DEL | $36,048,000 | -1.6% | 657,680 | +0.5% | 1.74% | +10.9% |
| HOG | Sell | HARLEY DAVIDSON INC | $30,353,000 | -16.4% | 707,863 | -0.8% | 1.46% | -5.8% |
| BK | Sell | BANK NEW YORK MELLON CORP | $28,368,000 | -34.8% | 550,513 | -31.9% | 1.37% | -26.5% |
| BX | Buy | BLACKSTONE GROUP L P | $27,587,000 | -0.0% | 863,443 | +0.2% | 1.33% | +12.7% |
| GE | Buy | GENERAL ELECTRIC CO | $24,405,000 | -17.9% | 1,810,500 | +6.3% | 1.18% | -7.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $24,269,000 | -6.8% | 370,699 | +3.4% | 1.17% | +5.1% |
| VMI | Sell | VALMONT INDS INC | $22,953,000 | -44.4% | 156,888 | -37.0% | 1.11% | -37.4% |
| LUK | Sell | LEUCADIA NATL CORP | $22,039,000 | -19.5% | 969,626 | -6.2% | 1.06% | -9.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $21,209,000 | -6.7% | 20,449 | -5.3% | 1.02% | +5.1% |
| CAKE | Sell | CHEESECAKE FACTORY INC | $12,156,000 | -55.9% | 252,086 | -43.7% | 0.59% | -50.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,257,000 | -1.2% | 23,777 | +0.2% | 0.30% | +11.4% |
| GHY | Sell | PRUDENTIAL GLB SHT DUR HG YL | $5,871,000 | -9.0% | 422,985 | -5.6% | 0.28% | +2.5% |
| QCOM | Buy | QUALCOMM INC | $4,854,000 | -2.0% | 87,588 | +13.2% | 0.23% | +10.4% |
| SLB | Sell | SCHLUMBERGER LTD | $4,521,000 | -62.9% | 69,789 | -61.4% | 0.22% | -58.2% |
| DSU | Sell | BLACKROCK DEBT STRAT FD INC | $4,360,000 | -16.5% | 375,236 | -16.0% | 0.21% | -6.2% |
| WFC | Sell | WELLS FARGO CO NEW | $3,977,000 | -71.6% | 75,896 | -67.1% | 0.19% | -67.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,904,000 | -17.4% | 30,467 | -9.9% | 0.19% | -6.9% |
| NKE | Sell | NIKE INCcl b | $3,796,000 | -3.8% | 57,130 | -9.5% | 0.18% | +8.3% |
| MCD | Sell | MCDONALDS CORP | $3,661,000 | -17.4% | 23,414 | -9.1% | 0.18% | -6.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $3,589,000 | +0.5% | 12 | 0.0% | 0.17% | +13.1% | |
| MCR | Sell | MFS CHARTER INCOME TRsh ben int | $3,518,000 | -20.3% | 433,234 | -16.8% | 0.17% | -10.1% |
| HD | Sell | HOME DEPOT INC | $3,066,000 | -17.4% | 17,204 | -12.2% | 0.15% | -6.9% |
| MIN | Sell | MFS INTER INCOME TRsh ben int | $2,757,000 | -20.6% | 701,406 | -16.2% | 0.13% | -10.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,461,000 | +0.3% | 45,270 | +0.9% | 0.12% | +13.3% |
| HIO | Sell | WESTERN ASSET HIGH INCM OPP | $2,381,000 | -12.1% | 494,991 | -7.3% | 0.12% | -0.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,374,000 | +34.4% | 15,468 | +34.3% | 0.12% | +51.3% |
| PEP | Sell | PEPSICO INC | $2,353,000 | -13.8% | 21,555 | -5.3% | 0.11% | -2.6% |
| ERC | Sell | WELLS FARGO MULTI SECTOR INC | $2,351,000 | -7.5% | 180,145 | -7.4% | 0.11% | +3.7% |
| NEE | Sell | NEXTERA ENERGY INC | $2,284,000 | -5.3% | 13,985 | -9.5% | 0.11% | +6.8% |
| EVG | Sell | EATON VANCE SH TM DR DIVR IN | $2,185,000 | -25.5% | 160,175 | -21.6% | 0.10% | -16.0% |
| ALL | Sell | ALLSTATE CORP | $2,120,000 | -25.7% | 22,360 | -17.9% | 0.10% | -16.4% |
| ABT | Sell | ABBOTT LABS | $2,068,000 | -11.4% | 34,514 | -15.7% | 0.10% | 0.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,049,000 | -2.2% | 43,616 | -4.4% | 0.10% | +10.0% |
| CSCO | Sell | CISCO SYS INC | $2,059,000 | +0.5% | 48,003 | -10.2% | 0.10% | +12.5% |
| INTC | Buy | INTEL CORP | $1,874,000 | +106.8% | 35,990 | +83.5% | 0.09% | +130.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,864,000 | -23.7% | 23,508 | -11.6% | 0.09% | -14.3% |
| SPY | Buy | SPDR S&P 500 ETF TRcall | $1,754,000 | -36.3% | 29,544 | +10.7% | 0.08% | -28.0% |
| WMT | Sell | WALMART INC | $1,749,000 | -10.6% | 19,662 | -0.7% | 0.08% | 0.0% |
| GFY | Sell | WESTERN ASSET VAR RT STRG FD | $1,728,000 | -23.3% | 102,320 | -21.1% | 0.08% | -13.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,722,000 | -9.5% | 12,690 | -8.4% | 0.08% | +2.5% |
| XOM | Sell | EXXON MOBIL CORP | $1,652,000 | -25.0% | 22,136 | -15.9% | 0.08% | -14.9% |
| BP | Sell | BP PLCsponsored adr | $1,650,000 | -9.6% | 40,697 | -6.3% | 0.08% | +2.6% |
| MSFT | Sell | MICROSOFT CORP | $1,632,000 | -3.8% | 17,877 | -9.9% | 0.08% | +8.2% |
| TDC | Sell | TERADATA CORP DEL | $1,607,000 | -14.0% | 40,500 | -16.7% | 0.08% | -2.5% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,565,000 | +22.2% | 89,200 | 0.0% | 0.08% | +38.2% | |
| RL | Sell | RALPH LAUREN CORPcl a | $1,498,000 | -9.7% | 13,400 | -16.2% | 0.07% | +1.4% |
| FOXA | Sell | TWENTY FIRST CENTY FOX INCcl a | $1,457,000 | -6.2% | 39,724 | -11.7% | 0.07% | +4.5% |
| FTI | Sell | TECHNIPFMC PLC | $1,418,000 | -79.3% | 48,149 | -78.0% | 0.07% | -76.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,399,000 | -6.5% | 20,084 | -5.7% | 0.07% | +4.7% |
| SCHL | Buy | SCHOLASTIC CORP | $1,377,000 | +15.8% | 35,450 | +19.6% | 0.07% | +29.4% |
| NTRS | Buy | NORTHERN TR CORP | $1,337,000 | +4.0% | 12,967 | +0.8% | 0.06% | +18.2% |
| CREE | Buy | CREE INC | $1,319,000 | +9.3% | 32,725 | +0.7% | 0.06% | +23.1% |
| LM | Buy | LEGG MASON INC | $1,313,000 | -2.2% | 32,300 | +0.9% | 0.06% | +10.5% |
| ABBV | Sell | ABBVIE INC | $1,236,000 | -47.5% | 13,060 | -46.4% | 0.06% | -40.6% |
| DISCK | Buy | DISCOVERY COMMUNICATNS NEW | $1,210,000 | -4.9% | 62,010 | +3.2% | 0.06% | +7.4% |
| QRTEA | LIBERTY INTERACTIVE CORP | $1,159,000 | +3.0% | 46,060 | 0.0% | 0.06% | +16.7% | |
| BKR | Buy | BAKER HUGHES A GE COcl a | $1,137,000 | -11.6% | 40,950 | +0.7% | 0.06% | 0.0% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,116,000 | -16.3% | 8,873 | -15.1% | 0.05% | -5.3% |
| UL | Buy | UNILEVER PLCspon adr new | $1,103,000 | +1.9% | 19,850 | +1.5% | 0.05% | +15.2% |
| VAR | VARIAN MED SYS INC | $1,079,000 | +10.3% | 8,800 | 0.0% | 0.05% | +23.8% | |
| MAT | Buy | MATTEL INC | $1,085,000 | +2.3% | 82,500 | +19.6% | 0.05% | +15.6% |
| HOLX | Buy | HOLOGIC INC | $1,067,000 | +15.9% | 28,550 | +32.5% | 0.05% | +30.8% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $1,038,000 | -0.1% | 15,830 | +1.2% | 0.05% | +13.6% |
| KMT | Buy | KENNAMETAL INC | $1,044,000 | -16.1% | 26,000 | +1.2% | 0.05% | -5.7% |
| MU | New | MICRON TECHNOLOGY INC | $928,000 | – | 17,805 | +100.0% | 0.04% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $874,000 | +169.8% | 25,593 | +216.8% | 0.04% | +200.0% |
| KO | Sell | COCA COLA CO | $821,000 | -9.2% | 18,910 | -4.1% | 0.04% | +2.6% |
| MMM | Sell | 3M CO | $820,000 | -21.5% | 3,735 | -15.8% | 0.04% | -11.1% |
| AGN | Buy | ALLERGAN PLC | $807,000 | +62.0% | 4,798 | +57.7% | 0.04% | +85.7% |
| OMC | New | OMNICOM GROUP INC | $763,000 | – | 10,496 | +100.0% | 0.04% | – |
| HHC | HOWARD HUGHES CORP | $696,000 | +6.1% | 5,000 | 0.0% | 0.03% | +21.4% | |
| CVX | Sell | CHEVRON CORP NEW | $694,000 | -28.0% | 6,085 | -21.0% | 0.03% | -19.5% |
| ESV | Sell | ENSCO PLC | $664,000 | -49.6% | 151,272 | -32.1% | 0.03% | -42.9% |
| AGCO | Buy | AGCO CORP | $632,000 | -7.9% | 9,750 | +1.6% | 0.03% | +3.4% |
| FDX | Sell | FEDEX CORP | $618,000 | -12.3% | 2,575 | -8.8% | 0.03% | 0.0% |
| UAL | New | UNITED CONTL HLDGS INCcall | $595,000 | – | 517 | +100.0% | 0.03% | – |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $592,000 | -38.4% | 7,850 | -32.2% | 0.03% | -29.3% |
| DISH | New | DISH NETWORK CORPcl a | $595,000 | – | 15,703 | +100.0% | 0.03% | – |
| PFE | Sell | PFIZER INC | $582,000 | -25.6% | 16,387 | -24.1% | 0.03% | -15.2% |
| LGFB | Buy | LIONS GATE ENTMNT CORPcl b non vtg | $576,000 | -23.1% | 23,900 | +1.3% | 0.03% | -12.5% |
| ROST | Sell | ROSS STORES INC | $561,000 | -29.3% | 7,200 | -27.3% | 0.03% | -20.6% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $515,000 | -16.0% | 3,331 | -13.1% | 0.02% | -3.8% |
| DOFSQ | Sell | DIAMOND OFFSHORE DRILLING IN | $493,000 | -23.6% | 33,621 | -3.2% | 0.02% | -14.3% |
| ED | Sell | CONSOLIDATED EDISON INC | $498,000 | -57.9% | 6,394 | -54.1% | 0.02% | -52.9% |
| HPQ | HP INC | $475,000 | +4.4% | 21,656 | 0.0% | 0.02% | +21.1% | |
| LLY | Sell | LILLY ELI & CO | $460,000 | -24.8% | 5,950 | -17.9% | 0.02% | -15.4% |
| VB | VANGUARD INDEX FDSsmall cp etf | $458,000 | -0.7% | 3,116 | 0.0% | 0.02% | +10.0% | |
| DFS | Sell | DISCOVER FINL SVCS | $442,000 | -56.8% | 6,150 | -53.8% | 0.02% | -52.3% |
| ISD | PRUDENTIAL SHT DURATION HG Y | $430,000 | -4.4% | 30,440 | 0.0% | 0.02% | +10.5% | |
| DXC | DXC TECHNOLOGY CO | $445,000 | +6.0% | 4,426 | 0.0% | 0.02% | +16.7% | |
| PPR | Sell | VOYA PRIME RATE TRsh ben int | $429,000 | -4.2% | 82,365 | -6.9% | 0.02% | +10.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $421,000 | -27.7% | 2,403 | -37.5% | 0.02% | -20.0% |
| CB | Sell | CHUBB LIMITED | $396,000 | -7.0% | 2,897 | -0.7% | 0.02% | +5.6% |
| MAN | Sell | MANPOWERGROUP INC | $363,000 | -40.2% | 3,150 | -34.6% | 0.02% | -30.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $353,000 | -18.9% | 1,331 | -17.7% | 0.02% | -10.5% |
| KMM | Sell | DEUTSCHE MULTI-MKT INCOME TR | $340,000 | -20.6% | 38,730 | -20.0% | 0.02% | -11.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $334,000 | -50.7% | 2,203 | -50.4% | 0.02% | -44.8% |
| AMGN | Sell | AMGEN INC | $309,000 | -43.1% | 1,815 | -41.9% | 0.02% | -34.8% |
| V | Sell | VISA INC | $313,000 | -14.0% | 2,618 | -18.0% | 0.02% | -6.2% |
| GWW | GRAINGER W W INC | $282,000 | +19.5% | 1,000 | 0.0% | 0.01% | +40.0% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $296,000 | +18.4% | 2,468 | +22.8% | 0.01% | +27.3% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $298,000 | -47.5% | 1,858 | -49.1% | 0.01% | -41.7% |
| MRK | Sell | MERCK & CO INC | $283,000 | -11.6% | 5,202 | -8.6% | 0.01% | 0.0% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $281,000 | +3.3% | 3,246 | +6.2% | 0.01% | +16.7% |
| AMZN | Sell | AMAZON COM INC | $265,000 | -43.0% | 183 | -54.0% | 0.01% | -35.0% |
| TJX | Sell | TJX COS INC NEW | $270,000 | -30.2% | 3,309 | -34.5% | 0.01% | -23.5% |
| LOV | Sell | SPARK NETWORKS SEsponsored adr | $244,000 | -99.9% | 16,345 | -8.1% | 0.01% | -99.9% |
| NWSA | Sell | NEWS CORP NEWcl a | $258,000 | -34.5% | 16,300 | -32.9% | 0.01% | -29.4% |
| IWN | ISHARES TRrus 2000 val etf | $247,000 | -3.1% | 2,029 | 0.0% | 0.01% | +9.1% | |
| SBUX | STARBUCKS CORP | $237,000 | +0.4% | 4,101 | 0.0% | 0.01% | +10.0% | |
| BAX | Sell | BAXTER INTL INC | $201,000 | -22.1% | 3,093 | -22.5% | 0.01% | -9.1% |
| DISH | New | DISH NETWORK CORPput | $206,000 | – | 158 | +100.0% | 0.01% | – |
| UNP | Sell | UNION PAC CORP | $201,000 | -42.6% | 1,494 | -42.8% | 0.01% | -33.3% |
| NEBLQ | Sell | NOBLE CORP PLC | $92,000 | -83.7% | 24,885 | -80.0% | 0.00% | -83.3% |
| DVA | Exit | DAVITA INC | $0 | – | -3,056 | -100.0% | -0.01% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -4,170 | -100.0% | -0.01% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,593 | -100.0% | -0.01% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,805 | -100.0% | -0.01% | – |
| T | Exit | AT&T INC | $0 | – | -6,278 | -100.0% | -0.01% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -4,493 | -100.0% | -0.01% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -3,954 | -100.0% | -0.01% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -3,748 | -100.0% | -0.01% | – |
| AVGO | Exit | BROADCOM LTD | $0 | – | -1,000 | -100.0% | -0.01% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -1,156 | -100.0% | -0.01% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,295 | -100.0% | -0.01% | – |
| VTWG | Exit | VANGUARD SCOTTSDALE FDSvng rus2000grw | $0 | – | -1,895 | -100.0% | -0.01% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,957 | -100.0% | -0.01% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -4,675 | -100.0% | -0.01% | – |
| MFGP | Exit | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | -9,892 | -100.0% | -0.01% | – |
| CBOE | Exit | CBOE GLOBAL MARKETS INC | $0 | – | -3,026 | -100.0% | -0.02% | – |
| PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -3,232 | -100.0% | -0.02% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -5,400 | -100.0% | -0.02% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -3,614 | -100.0% | -0.02% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -8,430 | -100.0% | -0.02% | – |
| VMW | Exit | VMWARE INC | $0 | – | -5,100 | -100.0% | -0.03% | – |
| OIH | Exit | VANECK VECTORS ETF TRoil svcs etf | $0 | – | -70,427 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 6.8% |
| APPLE INC | 31 | Q3 2023 | 6.3% |
| QUANTA SVCS INC | 31 | Q3 2023 | 6.8% |
| ALPHABET INC - CL C | 31 | Q3 2023 | 4.5% |
| JP MORGAN SECURITIES | 31 | Q3 2023 | 4.7% |
| GENERAL MTRS CO | 31 | Q3 2023 | 4.0% |
| AMERICAN EXPRESS CO | 31 | Q3 2023 | 3.6% |
| CARMAX INC | 31 | Q3 2023 | 3.9% |
| WALT DISNEY CO | 31 | Q3 2023 | 3.3% |
| CBRE GROUP INC | 31 | Q3 2023 | 3.2% |
View Kovitz Investment Group Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-10-28 |
View Kovitz Investment Group Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.