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Valued Advisers Tr shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr 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 Valued Advisers Tr by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $864M 43M 19.88
2023-09-30 $793M 44M 18.07
2023-06-30 $809M 44M 18.60
2023-03-31 $749M 44M 17.16
2022-12-31 $520M 33M 15.70