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Caledonia Investments (Australia)’s Interactive Brokers IBKR Stock Holding History

Caledonia Investments (Australia)’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
Q4 		– Sell
-3,982,832
Closed -$48.1M – 15
2020
Q3 		$48.1M Sell
3,982,832
-138,276
-3% -$1.72M 0.55% 13
2020
Q2 		$43M Sell
4,121,108
-852
-0% -$8.91K 0.78% 10
2020
Q1 		$44.5M Buy
+4,121,960
New +$49.8M 0.96% 11

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $665M AUM 25.91% 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

Caledonia Investments (Australia)'s IBKR Position: Q4 2020 in Review

Caledonia Investments (Australia) sold out of Interactive Brokers (IBKR) in Q4 2020, closing a stake of 3,982,832 shares — an estimated $48.1M sold.

Caledonia Investments (Australia) first reported a position in IBKR in Q1 2020 and held it in 3 quarters. The position peaked at $48.1M in Q3 2020. 281 funds tracked by Wall St. Rank hold IBKR as of Q4 2020.

  • Caledonia Investments (Australia) reported no remaining Interactive Brokers position as of Q4 2020 after selling out during the quarter.
  • Caledonia Investments (Australia) sold 3,982,832 Interactive Brokers shares in Q4 2020, an estimated $48.1M.
  • Caledonia Investments (Australia) first reported a position in Interactive Brokers in Q1 2020 and held it in 3 quarters.
  • Caledonia Investments (Australia)'s Interactive Brokers position peaked at $48.1M in Q3 2020.
  • 281 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2020.

Based on Caledonia Investments (Australia)'s 13F filing for Q4 2020, filed 16 Feb 2021.