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Aperio Group’s Intrepid Potash IPI Stock Holding History

Aperio Group’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
2020
Q1 		– Sell
-1,825
Closed -$49K – 2373
2019
Q4 		$49K Sell
1,825
-604
-25% -$16.4K ﹤0.01% 2300
2019
Q3 		$79K Sell
2,429
-557
-19% -$18.6K ﹤0.01% 2257
2019
Q2 		$100K Buy
2,986
+605
+25% +$21.1K ﹤0.01% 2386
2019
Q1 		$90K Buy
2,381
+74
+3% +$2.57K ﹤0.01% 2247
2018
Q4 		$60K Buy
+2,307
New +$79.2K ﹤0.01% 2256

Other funds holding IPI

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aperio Group's IPI Position: Q1 2020 in Review

Aperio Group sold out of Intrepid Potash (IPI) in Q1 2020, closing a stake of 1,825 shares — an estimated $49K sold.

Aperio Group first reported a position in IPI in Q4 2018 and held it in 5 quarters. The position peaked at $100K in Q2 2019. 103 funds tracked by Wall St. Rank hold IPI as of Q1 2020.

  • Aperio Group reported no remaining Intrepid Potash position as of Q1 2020 after selling out during the quarter.
  • Aperio Group sold 1,825 Intrepid Potash shares in Q1 2020, an estimated $49K.
  • Aperio Group first reported a position in Intrepid Potash in Q4 2018 and held it in 5 quarters.
  • Aperio Group's Intrepid Potash position peaked at $100K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2020.

Based on Aperio Group's 13F filing for Q1 2020, filed 5 May 2020.