EARNEST Partners’s Interactive Brokers IBKR Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-132	Closed	-$2.86K	–	661
2023 Q3	$2.86K	Hold	132	–	–	﹤0.01%	939
2023 Q2	$2.74K	Hold	132	–	–	﹤0.01%	946
2023 Q1	$2.72K	Hold	132	–	–	﹤0.01%	937
2022 Q4	$2.39K	Hold	132	–	–	﹤0.01%	973
2022 Q3	$2K	Hold	132	–	–	﹤0.01%	974
2022 Q2	$2K	Hold	132	–	–	﹤0.01%	995
2022 Q1	$2K	Hold	132	–	–	﹤0.01%	1019
2021 Q4	$3K	Hold	132	–	–	﹤0.01%	965
2021 Q3	$2K	Hold	132	–	–	﹤0.01%	1028
2021 Q2	$2K	Hold	132	–	–	﹤0.01%	1035
2021 Q1	$2K	Hold	132	–	–	﹤0.01%	1031
2020 Q4	$2K	Hold	132	–	–	﹤0.01%	1017
2020 Q3	$2K	Hold	132	–	–	﹤0.01%	960
2020 Q2	$1K	Hold	132	–	–	﹤0.01%	1051
2020 Q1	$1K	Hold	132	–	–	﹤0.01%	1004
2019 Q4	$2K	Hold	132	–	–	﹤0.01%	1005
2019 Q3	$2K	Hold	132	–	–	﹤0.01%	986
2019 Q2	$2K	Hold	132	–	–	﹤0.01%	999
2019 Q1	$2K	Hold	132	–	–	﹤0.01%	1008
2018 Q4	$2K	Hold	132	–	–	﹤0.01%	965
2018 Q3	$2K	Hold	132	–	–	﹤0.01%	1022
2018 Q2	$2K	Hold	132	–	–	﹤0.01%	1024
2018 Q1	$2K	Hold	132	–	–	﹤0.01%	995
2017 Q4	$2K	Buy	+132	New	+$1.8K	﹤0.01%	992
2017 Q1	–	Sell	-132	Closed	-$1K	–	547
2016 Q4	$1K	Buy	+132	New	+$1.2K	﹤0.01%	1043

Other funds holding IBKR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners's IBKR Position: Q4 2023 in Review

EARNEST Partners sold out of Interactive Brokers (IBKR) in Q4 2023, closing a stake of 132 shares — an estimated $2.86K sold.

EARNEST Partners first reported a position in IBKR in Q4 2016 and held it in 25 quarters. The position peaked at $3K in Q4 2021. 456 funds tracked by Wall St. Rank hold IBKR as of Q4 2023.

EARNEST Partners reported no remaining Interactive Brokers position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 132 Interactive Brokers shares in Q4 2023, an estimated $2.86K.
EARNEST Partners first reported a position in Interactive Brokers in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Interactive Brokers position peaked at $3K in Q4 2021.
456 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.