Breaking Down Kovitz Investment Group Partners’ Q3 2022 to Q4 2022 Holdings: Which Stocks are Up and Which are Down?

Kovitz Investment Group Partners, LLC, one of the leading investment management companies in the US, released its Q3 2022 to Q4 2022 holdings report. The data indicates which investments the company has increased, decreased, or maintained. This information is vital for investors who are keen on making sound investment decisions.

During the period, the company increased its investments in a few familiar names and decreased investments in some companies. The analysis of the report reveals that the Kovitz Investment Group Partners’ investment strategy has not changed much over the period.

One of the companies that the group increased its investment is The Charles Schwab Corp. In Q3 2022, the investment group held 1882180 shares, with a value of $135272, while its Q4 2022 holdings saw an increase with 1830587 shares held up by 12.7% to $152415.

Another company the group increased its investments in is Lowe's Companies Inc. In its Q3 2022 holdings, Kovitz Investment Group Partners held 336865 shares valued at $63267, while Q4 2022 holdings recorded an increase of 28.9% with 409316 shares held valued at $81552.

The data shows that the leading companies reduced their investments in Amazon.com Inc. In Q3 2022, the group held 1012329 shares, valued at $114393, which decreased by 25.7% to 1012394 shares, valued at $85041.

The group also reduced its holdings in Walt Disney Co, in Q3 2022 the company held 1014296 shares, valued at $95679, which decreased by 10.3% to 988016 shares, valued at $85839 in Q4 2022.

Another notable decrease is in Splunk Inc. The investment group held 493772 shares valued at $37132 in Q3 2022, which decreased by 2.3% to 441260 shares valued at $37988 in Q4 2022.

The data also reveals some of the top holdings for Kovitz Investment Group Partners. It holds a total of 33,144,958 shares in Valued Advisers Tr valued at $520,376. Some of the notable holdings by the group are Apple Computer Inc, JP Morgan Securities, and Visa Inc, valued at $166,233, $130,686, and $112,472, respectively.

Conclusion

In conclusion, the Q3 2022 to Q4 2022 holdings report by Kovitz Investment Group Partners, LLC, reveals that the company has maintained its investment strategy. While the group increased its holdings in some familiar names like The Charles Schwab Corp and Lowe's Companies Inc, it has reduced its investment in Amazon.com and Walt Disney Co. The information is vital for investors seeking to make informed choices regarding their investment options.