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Ariel Investments’s Interactive Brokers IBKR Stock Holding History

Ariel Investments’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,102,608
Closed -$11.5M – 145
2020
Q2 		$11.5M Buy
+1,102,608
New +$11.5M 0.18% 83

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return

Ariel Investments's IBKR Position: Q3 2020 in Review

Ariel Investments sold out of Interactive Brokers (IBKR) in Q3 2020, closing a stake of 1,102,608 shares — an estimated $11.5M sold.

Ariel Investments first reported a position in IBKR in Q2 2020 and held it in 1 quarter. The position peaked at $11.5M in Q2 2020. 266 funds tracked by Wall St. Rank hold IBKR as of Q3 2020.

  • Ariel Investments reported no remaining Interactive Brokers position as of Q3 2020 after selling out during the quarter.
  • Ariel Investments sold 1,102,608 Interactive Brokers shares in Q3 2020, an estimated $11.5M.
  • Ariel Investments first reported a position in Interactive Brokers in Q2 2020 and held it in 1 quarter.
  • Ariel Investments's Interactive Brokers position peaked at $11.5M in Q2 2020.
  • 266 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2020.

Based on Ariel Investments's 13F filing for Q3 2020, filed 13 Nov 2020.