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Ancora Advisors’s Icahn Enterprises IEP Stock Holding History

Ancora Advisors’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.3K Buy
10,100
+2,300
+29% +$18K ﹤0.01% 993
2025
Q4 		$58.9K Buy
+7,800
New +$62.9K ﹤0.01% 1092
2025
Q3 		– Hold
0
– – – 2005
2025
Q2 		– Hold
0
– – – 2008
2025
Q1 		– Hold
0
– – – 1821
2024
Q4 		– Hold
0
– – – 1849
2024
Q3 		– Hold
0
– – – 1837
2024
Q2 		– Hold
0
– – – 1885
2024
Q1 		– Hold
0
– – – 1850
2023
Q4 		– Hold
0
– – – 1793
2023
Q3 		– Hold
0
– – – 1800
2023
Q2 		– Hold
0
– – – 1849
2015
Q4 		– Sell
-9,350
Closed -$627K – 503
2015
Q3 		$627K Sell
9,350
-200
-2% -$15.1K 0.08% 276
2015
Q2 		$828K Buy
+9,550
New +$861K 0.1% 253
2015
Q1 		– Sell
-9,776
Closed -$923K – 232
2014
Q4 		$904K Sell
9,776
-300
-3% -$30.3K 0.11% 221
2014
Q3 		$1.07M Hold
10,076
– – 0.14% 192
2014
Q2 		$1M Buy
10,076
+4,550
+82% +$456K 0.13% 197
2014
Q1 		$568K Buy
5,526
+3,526
+176% +$388K 0.08% 270
2013
Q4 		$219K Buy
+2,000
New +$217K 0.03% 370

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return