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Lee Ainslie’s Interactive Brokers IBKR Stock Holding History

Lee Ainslie’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
Q1 		– Sell
-2,952
Closed -$59K – 302
2021
Q4 		$59K Buy
+2,952
New +$54.9K ﹤0.01% 291
2021
Q3 		– Sell
-8,496
Closed -$140K – 709
2021
Q2 		$140K Buy
+8,496
New +$147K ﹤0.01% 529

Other funds holding IBKR

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Lee Ainslie's IBKR Position: Q1 2022 in Review

Lee Ainslie sold out of Interactive Brokers (IBKR) in Q1 2022, closing a stake of 2,952 shares — an estimated $59K sold.

Lee Ainslie first reported a position in IBKR in Q2 2021 and held it in 2 quarters. The position peaked at $140K in Q2 2021. 347 funds tracked by Wall St. Rank hold IBKR as of Q1 2022.

  • Lee Ainslie reported no remaining Interactive Brokers position as of Q1 2022 after selling out during the quarter.
  • Lee Ainslie sold 2,952 Interactive Brokers shares in Q1 2022, an estimated $59K.
  • Lee Ainslie first reported a position in Interactive Brokers in Q2 2021 and held it in 2 quarters.
  • Lee Ainslie's Interactive Brokers position peaked at $140K in Q2 2021.
  • 347 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2022.

Based on Maverick Capital's 13F filing for Q1 2022, filed 16 May 2022.