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Liberty All-Star Equity Fund shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity 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 Liberty All-Star Equity Fund by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $176k 25k 7.10

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 Liberty All-Star Equity Fund

LPL Financial
Morgan Stanley
Raymond James & Associates
Bensler
Royal Bank of Canada
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Advisor Group Holdings
Penserra Capital Management
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
Shaker Financial Services
Advisors Asset Management
Pnc Financial Services

View all funds holding Liberty All-Star Equity Fund