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Algert Global’s Intrepid Potash IPI Stock Holding History

Algert Global’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,837
Closed -$289K – 411
2019
Q3 		$289K Buy
8,837
+1,701
+24% +$56.8K 0.11% 228
2019
Q2 		$240K Sell
7,136
-2,553
-26% -$89K 0.09% 255
2019
Q1 		$367K Sell
9,689
-2,351
-20% -$81.7K 0.21% 161
2018
Q4 		$313K Buy
+12,040
New +$413K 0.09% 274

Other funds holding IPI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Algert Global's IPI Position: Q4 2019 in Review

Algert Global sold out of Intrepid Potash (IPI) in Q4 2019, closing a stake of 8,837 shares — an estimated $289K sold.

Algert Global first reported a position in IPI in Q4 2018 and held it in 4 quarters. The position peaked at $367K in Q1 2019. 116 funds tracked by Wall St. Rank hold IPI as of Q4 2019.

  • Algert Global reported no remaining Intrepid Potash position as of Q4 2019 after selling out during the quarter.
  • Algert Global sold 8,837 Intrepid Potash shares in Q4 2019, an estimated $289K.
  • Algert Global first reported a position in Intrepid Potash in Q4 2018 and held it in 4 quarters.
  • Algert Global's Intrepid Potash position peaked at $367K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2019.

Based on Algert Global's 13F filing for Q4 2019, filed 18 Feb 2020.