ECM
IBKR icon

Engle Capital Management’s Interactive Brokers IBKR Stock Holding History

Engle Capital 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
2023
Q2 		– Sell
-108,000
Closed -$2.23M – 26
2023
Q1 		$2.23M Buy
+108,000
New +$2.2M 0.73% 25
2018
Q3 		– Sell
-319,200
Closed -$5.14M – 24
2018
Q2 		$5.14M Sell
319,200
-128,800
-29% -$2.33M 2.26% 16
2018
Q1 		$7.53M Buy
448,000
+119,600
+36% +$1.98M 3.71% 14
2017
Q4 		$4.86M Buy
+328,400
New +$4.48M 2.5% 18

Other funds holding IBKR

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
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 $665M AUM 25.91% 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 $100B AUM 35.1% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Engle Capital Management's IBKR Position: Q2 2023 in Review

Engle Capital Management sold out of Interactive Brokers (IBKR) in Q2 2023, closing a stake of 108,000 shares — an estimated $2.23M sold.

Engle Capital Management first reported a position in IBKR in Q4 2017 and held it in 4 quarters. The position peaked at $7.53M in Q1 2018. 424 funds tracked by Wall St. Rank hold IBKR as of Q2 2023.

  • Engle Capital Management reported no remaining Interactive Brokers position as of Q2 2023 after selling out during the quarter.
  • Engle Capital Management sold 108,000 Interactive Brokers shares in Q2 2023, an estimated $2.23M.
  • Engle Capital Management first reported a position in Interactive Brokers in Q4 2017 and held it in 4 quarters.
  • Engle Capital Management's Interactive Brokers position peaked at $7.53M in Q1 2018.
  • 424 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2023.

Based on Engle Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.