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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
HASHasbro Inc
Recent Activity
Decreased -43.07%
0.4%
$55.613M
773,561 shares@ $71.9 avg price
ADBEAdobe Inc
Recent Activity
Decreased -4.67%
0.35%
$48.056M
99,474 shares@ $483.11 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -19.53%
0.29%
$40.657M
203,736 shares@ $199.56 avg price
MAMastercard Incorporated
Recent Activity
Decreased -21.99%
0.28%
$38.14M
90,237 shares@ $422.67 avg price
SHYIshares Tr
Recent Activity
Decreased -8.89%
0.21%
$28.753M
346,248 shares@ $83.05 avg price
HAYWHayward Hldgs Inc
Recent Activity
Decreased -9.28%
0.19%
$26.555M
1.737M shares@ $15.29 avg price
FTECFidelity Covington T
Recent Activity
Decreased -13.2%
0.19%
$25.597M
147,041 shares@ $174.08 avg price
LRCXLam Research Corp
Recent Activity
Decreased -1.8%
0.17%
$22.973M
30,277 shares@ $758.76 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -71.92%
0.14%
$19.098M
448,910 shares@ $42.55 avg price
BPBp Plc
Recent Activity
Decreased -2.87%
0.13%
$18.131M
580,570 shares@ $31.23 avg price