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California Water Service shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Water Service by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 40k 53.50

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Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
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Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

Top funds holding California Water Service

BlackRock
BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Amundi
Nuance Investments
First Trust Advisors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
KBC Group NV
Charles Schwab Investment Management
Morgan Stanley

View all funds holding California Water Service