Charles D. Hyman’s Interactive Brokers IBKR Stock Holding History

Charles D. Hyman’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
2024 Q2	$748K	Hold	24,400	–	–	0.04%	137
2024 Q1	$681K	Hold	24,400	–	–	0.04%	146
2023 Q4	$506K	Hold	24,400	–	–	0.03%	166
2023 Q3	$528K	Hold	24,400	–	–	0.03%	152
2023 Q2	$507K	Sell	24,400 -4,232	-15%	-$83.5K	0.03%	162
2023 Q1	$591K	Hold	28,632	–	–	0.04%	144
2022 Q4	$518K	Hold	28,632	–	–	0.04%	153
2022 Q3	$457K	Hold	28,632	–	–	0.04%	152
2022 Q2	$394K	Hold	28,632	–	–	0.03%	168
2022 Q1	$472K	Hold	28,632	–	–	0.03%	167
2021 Q4	$568K	Hold	28,632	–	–	0.04%	159
2021 Q3	$446K	Hold	28,632	–	–	0.03%	162
2021 Q2	$470K	Hold	28,632	–	–	0.03%	161
2021 Q1	$523K	Hold	28,632	–	–	0.04%	153
2020 Q4	$436K	Hold	28,632	–	–	0.03%	161
2020 Q3	$346K	Hold	28,632	–	–	0.03%	168
2020 Q2	$299K	Hold	28,632	–	–	0.03%	175
2020 Q1	$309K	Hold	28,632	–	–	0.04%	140
2019 Q4	$334K	Hold	28,632	–	–	0.03%	156
2019 Q3	$385K	Hold	28,632	–	–	0.04%	141
2019 Q2	$388K	Hold	28,632	–	–	0.04%	140
2019 Q1	$371K	Hold	28,632	–	–	0.04%	143
2018 Q4	$391K	Hold	28,632	–	–	0.05%	128
2018 Q3	$396K	Hold	28,632	–	–	0.04%	133
2018 Q2	$461K	Buy	+28,632	New	+$518K	0.05%	121

Other funds holding IBKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Charles D. Hyman's IBKR Position: Q2 2024 in Review

Charles D. Hyman held its Interactive Brokers (IBKR) position steady in Q2 2024 at 24,400 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #137.

Charles D. Hyman first reported a position in IBKR in Q2 2018 and has held it in 25 quarters since. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

Charles D. Hyman held 24,400 shares of Interactive Brokers worth $748K as of Q2 2024.
Charles D. Hyman left its Interactive Brokers share count unchanged in Q2 2024.
Interactive Brokers made up 0.04% of Charles D. Hyman's portfolio in Q2 2024, its #137 holding.
Charles D. Hyman first reported a position in Interactive Brokers in Q2 2018 and has held it in 25 quarters since.
548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.