UE
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Unisphere Establishment’s Interactive Brokers IBKR Stock Holding History

Unisphere Establishment’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
-490,000
Closed -$10.2M – 66
2023
Q4 		$10.2M Buy
+490,000
New +$10M 0.11% 45

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Unisphere Establishment's IBKR Position: Q1 2024 in Review

Unisphere Establishment sold out of Interactive Brokers (IBKR) in Q1 2024, closing a stake of 490,000 shares — an estimated $10.2M sold.

Unisphere Establishment first reported a position in IBKR in Q4 2023 and held it in 1 quarter. The position peaked at $10.2M in Q4 2023. 495 funds tracked by Wall St. Rank hold IBKR as of Q1 2024.

  • Unisphere Establishment reported no remaining Interactive Brokers position as of Q1 2024 after selling out during the quarter.
  • Unisphere Establishment sold 490,000 Interactive Brokers shares in Q1 2024, an estimated $10.2M.
  • Unisphere Establishment first reported a position in Interactive Brokers in Q4 2023 and held it in 1 quarter.
  • Unisphere Establishment's Interactive Brokers position peaked at $10.2M in Q4 2023.
  • 495 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2024.

Based on Unisphere Establishment's 13F filing for Q1 2024, filed 13 May 2024.