Eaton Vance Management’s Interactive Brokers IBKR Stock Holding History

Eaton Vance Management’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
2022 Q3	$2.87M	Buy	179,772 +12,204	+7%	+$188K	﹤0.01%	934
2022 Q2	$2.31M	Buy	167,568 +7,640	+5%	+$113K	﹤0.01%	1034
2022 Q1	$2.64M	Buy	159,928 +148,620	+1,314%	+$2.56M	﹤0.01%	1093
2021 Q4	$224K	Buy	11,308 +32	+0.3%	+$595	﹤0.01%	1525
2021 Q3	$62K	Hold	11,276	–	–	﹤0.01%	1501
2021 Q2	$186K	Buy	11,276 +7,188	+176%	+$124K	﹤0.01%	1634
2021 Q1	$75K	Buy	+4,088	New	+$73.7K	﹤0.01%	1677

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

GWM

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

OAG

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BCM

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

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

CCM

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

Eaton Vance Management's IBKR Position: Q3 2022 in Review

Eaton Vance Management increased its Interactive Brokers (IBKR) stake by 7.3% in Q3 2022, buying an estimated $188K and bringing the position to 179,772 shares worth $2.87M. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Eaton Vance Management first reported a position in IBKR in Q1 2021 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold IBKR as of Q3 2022.

Eaton Vance Management held 179,772 shares of Interactive Brokers worth $2.87M as of Q3 2022.
Eaton Vance Management bought 12,204 Interactive Brokers shares in Q3 2022, an estimated $188K.
Interactive Brokers made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #934 holding.
Eaton Vance Management first reported a position in Interactive Brokers in Q1 2021 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.