AS
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Altshuler Shaham’s Intrepid Potash IPI Stock Holding History

Altshuler Shaham’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
2025
Q1 		– Sell
-2,500
Closed -$54.8K – 364
2024
Q4 		$54.8K Hold
2,500
– – ﹤0.01% 146
2024
Q3 		$60K Hold
2,500
– – ﹤0.01% 101
2024
Q2 		$58.6K Hold
2,500
– – ﹤0.01% 100
2024
Q1 		$52.1K Hold
2,500
– – ﹤0.01% 96
2023
Q4 		$59.7K Hold
2,500
– – ﹤0.01% 106
2023
Q3 		$62.9K Hold
2,500
– – ﹤0.01% 126
2023
Q2 		$56.7K Hold
2,500
– – ﹤0.01% 167
2023
Q1 		$69K Buy
2,500
+1,500
+150% +$45.6K ﹤0.01% 174
2022
Q4 		$28.9K Hold
1,000
– – ﹤0.01% 312
2022
Q3 		$40K Buy
+1,000
New +$43.4K ﹤0.01% 278

Other funds holding IPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return