Kovitz Investment Group, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 1,946,885
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/15/2014 | 111 | 1,946,885 | 13F-HR | Kovitz Investment Group, LLC |
| Q4 2013 | 2/14/2014 | 119 | 2,194,229 | 13F-HR | Kovitz Investment Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
63.43 K
(3.3% of total reported value)
· QoQ Δ:
+17.51 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.876 M | 99.6% | 0 | 259.8 K | -259.8 K |
| ETFs | 7.581 K | 0.4% | 0 | 5.083 K | -5.083 K |
Swipe for more columns
Fund Snapshot
Q1 2014
Latest filed
5/15/2014
Total value ($000)
1,946,885
Holdings
111
QoQ value change ($000)
-247,344
(-11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.