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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
FIFiserv Inc
Recent Activity
Increased 788.71%
0.78%
$109.7M
632,554 shares@ $173.43 avg price
DEODiageo Plc
Recent Activity
Decreased -3.86%
0.78%
$109.014M
777,708 shares@ $140.18 avg price
DGRWWisdom Tree Tr
Recent Activity
Increased 27124.24%
0.76%
$106.388M
1.29M shares@ $82.5 avg price
OEFIshares S&p 100 (index Fund)
Recent Activity
Increased 8529%
0.74%
$103.375M
375,620 shares@ $275.22 avg price
AONAon Plc
Recent Activity
Decreased -10.42%
0.73%
$102.545M
301,514 shares@ $340.11 avg price
IGSBIshares Tr
Recent Activity
Increased 73.17%
0.72%
$100.538M
1.909M shares@ $52.67 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -7.55%
0.71%
$98.745M
744,994 shares@ $132.55 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 15.67%
0.7%
$97.368M
181,901 shares@ $535.29 avg price
AMATApplied Materials
Recent Activity
Increased 245.22%
0.69%
$96.63M
488,044 shares@ $198.0 avg price
DLTRDollar Tree Inc
Recent Activity
Increased 45.91%
0.69%
$95.994M
1.352M shares@ $71.03 avg price