Number of Shares
1.50 Mil
Current Holdings Value*
$258.26 Mil
% of Portfolio
1.3%
Total Estimate Gain
$99.60 Mil
% of Total Estimate Gain
14.00%

Kovitz Investment Group Partners, LLC's Intercontinental Exchange Inc Holding Summary

As of 2025-03-31, Kovitz Investment Group Partners, LLC held 1.50 Mil shares of Intercontinental Exchange Inc(ICE), totaling $258.26 Mil. This investment constitutes 1.3% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.26% of the outstanding Intercontinental Exchange Inc(ICE) stock.

The initial trade took place in 2022Q2. And since then Kovitz Investment Group Partners, LLC has made 7 purchases of ICE, at an average price of $146.85, for a total of 4.84 Mil shares. In addition, there have been 5 sales at an average price of $160.18 for 3.35 Mil shares. Based on historical transaction data and ICE's current price of $183.58, Kovitz Investment Group Partners, LLC's estimated gain on his ICE holdings is $99.60 Mil, reflecting a 14.00% gain to date.

Kovitz Investment Group Partners, LLC ICE ($183.58) Holding Chart

Kovitz Investment Group Partners, LLC ICE ($183.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1