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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
CNCCentene Corp Del
Recent Activity
Exited
0%
$1.534M
23,132 shares@ $66.31 avg price
HOLXHologic Inc
Recent Activity
Exited
0%
$1.482M
19,963 shares@ $74.26 avg price
SLQDIshares Tr
Recent Activity
Exited
0%
$1.417M
28,778 shares@ $49.26 avg price
TDYTeledyne Technologies Inc
Recent Activity
Exited
0%
$1.375M
3,543 shares@ $387.98 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
Exited
0%
$1.127M
5,976 shares@ $188.65 avg price
BLBDBlue Bird Corp
Recent Activity
Exited
0%
$1.118M
20,767 shares@ $53.86 avg price
EXPOExponent Inc
Recent Activity
Exited
0%
$1.055M
11,093 shares@ $95.13 avg price
PRKSUnited Parks & Resorts Inc
Recent Activity
Exited
0%
$994,796
18,317 shares@ $54.31 avg price
NSPInsperity Inc
Recent Activity
Exited
0%
$934,681
10,247 shares@ $91.22 avg price
PNRPentair Plc
Recent Activity
Exited
0%
$918,200
11,976 shares@ $76.68 avg price