MPA
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Marvin & Palmer Associates’s Interactive Brokers IBKR Stock Holding History

Marvin & Palmer Associates’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
2025
Q4 		– Sell
-117,225
Closed -$8.25M – 31
2025
Q3 		$8.25M Buy
117,225
+26,885
+30% +$1.69M 6.13% 5
2025
Q2 		$5.01M Buy
+90,340
New +$4.29M 4.29% 9
2025
Q1 		– Sell
-164,844
Closed -$7.28M – 27
2024
Q4 		$7.28M Sell
164,844
-30,572
-16% -$1.29M 5.56% 5
2024
Q3 		$6.81M Buy
195,416
+28,816
+17% +$892K 5.71% 4
2024
Q2 		$5.11M Buy
+166,600
New +$4.97M 5.23% 3
2021
Q2 		– Sell
-416,920
Closed -$7.61M – 36
2021
Q1 		$7.61M Buy
+416,920
New +$7.51M 3.39% 20
2018
Q3 		– Sell
-210,400
Closed -$3.39M – 29
2018
Q2 		$3.39M Buy
+210,400
New +$3.81M 3.33% 21

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return