Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 101 | $8,064,397 | 17,793 | 0.00 | 0.00 | -714 | -3.86 | 12-31-2023 |
| METLIFE INC COM | COM | 102 | $8,002,475 | 121,011 | 0.00 | 0.00 | -2,143 | -1.74 | 12-31-2023 |
| ENERSYS | COM | 103 | $7,712,391 | 76,390 | 0.00 | 0.00 | -1,812 | -2.32 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 104 | $7,645,056 | 27,922 | 0.00 | 0.00 | 54 | 0.19 | 12-31-2023 |
