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	–	1606
2022 Q4	$15K	Buy	+828	New	+$15.5K	﹤0.01%	1178
2022 Q3	–	Sell	-1,000	Closed	-$13K	–	1579
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 $6.73T AUM 46.02% 1-Year Est. Return

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

OAG

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

CCM

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

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

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

JFL

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

First Manhattan's IBKR Position: Q1 2023 in Review

First Manhattan sold out of Interactive Brokers (IBKR) in Q1 2023, closing a stake of 828 shares — an estimated $15K sold.

First Manhattan first reported a position in IBKR in Q1 2019 and held it in 15 quarters. The position peaked at $456K in Q1 2021. 431 funds tracked by Wall St. Rank hold IBKR as of Q1 2023.

First Manhattan reported no remaining Interactive Brokers position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 828 Interactive Brokers shares in Q1 2023, an estimated $15K.
First Manhattan first reported a position in Interactive Brokers in Q1 2019 and held it in 15 quarters.
First Manhattan's Interactive Brokers position peaked at $456K in Q1 2021.
431 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.