Junto Capital Management’s Interactive Brokers IBKR Stock Holding History

Junto 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
2024 Q2	–	Sell	-1,908,176	Closed	-$53.3M	–	88
2024 Q1	$53.3M	Buy	+1,908,176	New	+$47.5M	1.18%	36
2023 Q4	–	Sell	-2,042,076	Closed	-$44.2M	–	90
2023 Q3	$44.2M	Sell	2,042,076 -20,592	-1%	-$458K	1.05%	44
2023 Q2	$42.8M	Buy	2,062,668 +317,544	+18%	+$6.27M	1.09%	41
2023 Q1	$36M	Sell	1,745,124 -1,592,912	-48%	-$32.4M	1%	42
2022 Q4	$60.4M	Buy	+3,338,036	New	+$62.3M	1.71%	17
2016 Q1	–	Sell	-1,183,012	Closed	-$12.9M	–	27
2015 Q4	$12.9M	Buy	+1,183,012	New	+$12.3M	1.88%	20
2015 Q3	–	Sell	-1,732,460	Closed	-$18M	–	22
2015 Q2	$18M	Sell	1,732,460 -588,960	-25%	-$5.35M	4.16%	12
2015 Q1	$19.7M	Buy	+2,321,420	New	+$18.4M	5.6%	8

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GWM

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

BCM

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

Junto Capital Management's IBKR Position: Q2 2024 in Review

Junto Capital Management sold out of Interactive Brokers (IBKR) in Q2 2024, closing a stake of 1,908,176 shares — an estimated $53.3M sold.

Junto Capital Management first reported a position in IBKR in Q1 2015 and held it in 8 quarters. The position peaked at $60.4M in Q4 2022. 548 funds tracked by Wall St. Rank hold IBKR as of Q2 2024.

Junto Capital Management reported no remaining Interactive Brokers position as of Q2 2024 after selling out during the quarter.
Junto Capital Management sold 1,908,176 Interactive Brokers shares in Q2 2024, an estimated $53.3M.
Junto Capital Management first reported a position in Interactive Brokers in Q1 2015 and held it in 8 quarters.
Junto Capital Management's Interactive Brokers position peaked at $60.4M in Q4 2022.
548 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2024.

Based on Junto Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.