Number of Shares
397,416.00
Current Holdings Value*
$229.05 Mil
% of Portfolio
1.15%
Total Estimate Gain
$320.05 Mil
% of Total Estimate Gain
33.32%

Kovitz Investment Group Partners, LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, Kovitz Investment Group Partners, LLC held 397,416.00 shares of Meta Platforms Inc(META), totaling $229.05 Mil. This investment constitutes 1.15% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.02% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 14 purchases of META, at an average price of $422.69, for a total of 2.27 Mil shares. In addition, there have been 14 sales at an average price of $531.46 for 1.88 Mil shares. Based on historical transaction data and META's current price of $714.80, Kovitz Investment Group Partners, LLC's estimated gain on his META holdings is $320.05 Mil, reflecting a 33.32% gain to date.

Kovitz Investment Group Partners, LLC META ($714.80) Holding Chart

Kovitz Investment Group Partners, LLC META ($714.80) 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 %

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