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JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$14.078BTotal holdings1053
Assets growth rate20.28%Assets growth rate (2-Q avg)34.49%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovitz Investment Group Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1053 positions.

Assets under management

The assets under management (AUM) of Kovitz Investment Group Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 14.078B in assets, with a quarterly growth rate of 20.28% and a 2-quarter average growth rate of 34.49%. The portfolio is managed by JEREMY WILSON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
7434⤦Prospect Cap Corp
Recent Activity
Exited
0%
$10.684M
10.724M shares@ $1.0 avg price
IGBHIshares Us
Recent Activity
Exited
0%
$6.444M
265,085 shares@ $24.32 avg price
0090⤦Airbnb Inc
Recent Activity
Exited
0%
$5.365M
5.88M shares@ $0.92 avg price
ITMVaneck Etf Trust
Recent Activity
Exited
0%
$4.014M
87,556 shares@ $45.84 avg price
POOLPool Corp
Recent Activity
Exited
0%
$3.88M
12,626 shares@ $307.33 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$2.651M
52,754 shares@ $50.26 avg price
SCHPSchwab Strategic Tr
Recent Activity
Exited
0%
$2.495M
47,968 shares@ $52.02 avg price
GPNGlobal Pmts Inc
Recent Activity
Exited
0%
$2.436M
25,168 shares@ $96.78 avg price
KRGKite Rlty Group Tr
Recent Activity
Exited
0%
$2.321M
103,636 shares@ $22.4 avg price
EQREquity Residential
Recent Activity
Exited
0%
$1.69M
24,377 shares@ $69.34 avg price