DI
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Disciplined Investments’s Interactive Brokers IBKR Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-16
Closed -$332 – 765
2023
Q2 		$332 Hold
16
– – ﹤0.01% 1360
2023
Q1 		$330 Sell
16
-4
-20% -$81 ﹤0.01% 1359
2022
Q4 		$362 Sell
20
-4
-17% -$75 ﹤0.01% 1283
2022
Q3 		$0 Buy
24
+8
+50% +$123 ﹤0.01% 1391
2022
Q2 		$0 Hold
16
– – ﹤0.01% 1424
2022
Q1 		$0 Buy
+16
New +$276 ﹤0.01% 1463

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return