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THE GDL FUND Closed-End fund shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of THE GDL FUND Closed-End fund (GDL) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in THE GDL FUND Closed-End fund

Tip: Access up to 7 years of quarterly data

All positions including THE GDL FUND Closed-End fund 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 THE GDL FUND Closed-End fund by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 770k 8.11

More positions owned by Kovitz Investment Group Partners

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)
salesforce (CRM)
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 THE GDL FUND Closed-End fund

Kovitz Investment Group Partners
GAMCO Asset Management
Morgan Stanley
Cornerstone Advisors
Zazove Associates
Bank of America Corporation
Ancora Advisors
Goss Wealth Management
CSS
Envestnet Asset Management
Park Avenue Securities
National Asset Management
Wells Fargo & Company
Susquehanna International
Sanctuary Advisors

View all funds holding THE GDL FUND Closed-End fund