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Scout Investments’s Interactive Brokers IBKR Stock Holding History

Scout Investments’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
Q3 		$13.1M Sell
345,380
-259,204
-43% -$8.03M 0.34% 112
2024
Q2 		$18.5M Sell
604,584
-49,960
-8% -$1.49M 0.5% 83
2024
Q1 		$18.3M Buy
+654,544
New +$16.3M 0.45% 82

Other funds holding IBKR

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Scout Investments's IBKR Position: Q3 2024 in Review

Scout Investments reduced its Interactive Brokers (IBKR) stake by 43% in Q3 2024, selling an estimated $8.03M and leaving 345,380 shares worth $13.1M. The position accounts for 0.34% of the portfolio, ranked #112.

Scout Investments first reported a position in IBKR in Q1 2024 and has held it in 3 quarters since. The position peaked at $18.5M in Q2 2024. 586 funds tracked by Wall St. Rank hold IBKR as of Q3 2024.

  • Scout Investments held 345,380 shares of Interactive Brokers worth $13.1M as of Q3 2024.
  • Scout Investments sold 259,204 Interactive Brokers shares in Q3 2024, an estimated $8.03M.
  • Interactive Brokers made up 0.34% of Scout Investments's portfolio in Q3 2024, its #112 holding.
  • Scout Investments first reported a position in Interactive Brokers in Q1 2024 and has held it in 3 quarters since.
  • Scout Investments's Interactive Brokers position peaked at $18.5M in Q2 2024.
  • 586 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.