Select Equity Group
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Select Equity Group’s Interactive Brokers IBKR Stock Holding History

Select Equity Group’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
Q1 		– Sell
-968,088
Closed -$20.1M – 163
2023
Q4 		$20.1M Sell
968,088
-6,012,588
-86% -$123M 0.07% 101
2023
Q3 		$151M Sell
6,980,676
-1,968,028
-22% -$43.8M 0.62% 43
2023
Q2 		$186M Buy
8,948,704
+424,008
+5% +$8.37M 0.69% 41
2023
Q1 		$176M Sell
8,524,696
-4,079,404
-32% -$83M 0.63% 43
2022
Q4 		$228M Sell
12,604,100
-9,813,032
-44% -$183M 0.86% 33
2022
Q3 		$358M Sell
22,417,132
-2,986,396
-12% -$46M 1.25% 27
2022
Q2 		$349M Buy
25,403,528
+1,248,372
+5% +$18.5M 1.12% 32
2022
Q1 		$398M Buy
24,155,156
+1,331,724
+6% +$22.9M 1.29% 27
2021
Q4 		$453M Sell
22,823,432
-362,460
-2% -$6.74M 1.24% 27
2021
Q3 		$361M Buy
23,185,892
+5,937,376
+34% +$93.5M 1.21% 30
2021
Q2 		$283M Buy
17,248,516
+7,769,148
+82% +$134M 0.97% 34
2021
Q1 		$173M Buy
9,479,368
+1,503,740
+19% +$27.1M 0.63% 44
2020
Q4 		$121M Sell
7,975,628
-77,308
-1% -$1.02M 0.5% 47
2020
Q3 		$97.3M Sell
8,052,936
-1,316,304
-14% -$16.4M 0.48% 50
2020
Q2 		$97.8M Buy
9,369,240
+2,250,192
+32% +$23.5M 0.56% 40
2020
Q1 		$76.8M Sell
7,119,048
-1,499,804
-17% -$18.1M 0.53% 48
2019
Q4 		$100M Buy
8,618,852
+948,676
+12% +$11.1M 0.63% 46
2019
Q3 		$103M Sell
7,670,176
-1,156,060
-13% -$14.4M 0.7% 43
2019
Q2 		$120M Sell
8,826,236
-1,074,488
-11% -$14.6M 0.81% 40
2019
Q1 		$128M Buy
9,900,724
+1,875,236
+23% +$24.7M 0.87% 38
2018
Q4 		$110M Buy
8,025,488
+2,934,560
+58% +$39.1M 0.83% 41
2018
Q3 		$70.4M Buy
5,090,928
+2,583,452
+103% +$39.2M 0.52% 48
2018
Q2 		$40.4M Sell
2,507,476
-481,636
-16% -$8.72M 0.32% 58
2018
Q1 		$50.2M Sell
2,989,112
-1,890,228
-39% -$31.3M 0.41% 50
2017
Q4 		$72.2M Sell
4,879,340
-8,604
-0.2% -$117K 0.57% 46
2017
Q3 		$55M Buy
4,887,944
+3,820,792
+358% +$39M 0.42% 51
2017
Q2 		$9.98M Buy
+1,067,152
New +$9.48M 0.07% 96

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Select Equity Group's IBKR Position: Q1 2024 in Review

Select Equity Group sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 968,088 shares — an estimated $20.1M sold.

Select Equity Group first reported a position in IBKR in Q2 2017 and held it in 27 quarters. The position peaked at $453M in Q4 2021. 496 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Select Equity Group reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Select Equity Group sold 968,088 Interactive Brokers shares in Q1 2024, an estimated $20.1M.
  • Select Equity Group first reported a position in Interactive Brokers in Q2 2017 and held it in 27 quarters.
  • Select Equity Group's Interactive Brokers position peaked at $453M in Q4 2021.
  • 496 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Select Equity Group's 13F filing for Q1 2024, filed 15 May 2024.