First Manhattan

First Manhattan’s Interactive Brokers IBKR Stock Holding History

First Manhattan’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 Q1	–	Sell	-828	Closed	-$15K	–	1607
2022 Q4	$15K	Buy	+828	New	+$15.5K	﹤0.01%	1178
2022 Q3	–	Sell	-1,000	Closed	-$13K	–	1580
2022 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1189
2022 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1209
2021 Q4	$19K	Hold	1,000	–	–	﹤0.01%	1177
2021 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1206
2021 Q2	$16K	Sell	1,000 -24,000	-96%	-$415K	﹤0.01%	1199
2021 Q1	$456K	Hold	25,000	–	–	﹤0.01%	556
2020 Q4	$380K	Hold	25,000	–	–	﹤0.01%	561
2020 Q3	$302K	Hold	25,000	–	–	﹤0.01%	584
2020 Q2	$261K	Hold	25,000	–	–	﹤0.01%	596
2020 Q1	$269K	Hold	25,000	–	–	﹤0.01%	569
2019 Q4	$291K	Hold	25,000	–	–	﹤0.01%	623
2019 Q3	$336K	Hold	25,000	–	–	﹤0.01%	590
2019 Q2	$338K	Hold	25,000	–	–	﹤0.01%	605
2019 Q1	$324K	Buy	+25,000	New	+$329K	﹤0.01%	624

Other funds holding IBKR

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

BlackRock New York $5.7T AUM 30.48% 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

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

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

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

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

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

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return