Aviva
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Aviva’s Intrepid Potash IPI Stock Holding History

Aviva’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
2023
Q2 		– Sell
-15,944
Closed -$440K – 993
2023
Q1 		$440K Sell
15,944
-14,631
-48% -$445K ﹤0.01% 938
2022
Q4 		$883K Buy
+30,575
New +$1.13M ﹤0.01% 922
2016
Q1 		– Sell
-2,856
Closed -$84K – 808
2015
Q4 		$84K Hold
2,856
– – ﹤0.01% 820
2015
Q3 		$158K Hold
2,856
– – ﹤0.01% 817
2015
Q2 		$341K Sell
2,856
-19,713
-87% -$2.33M ﹤0.01% 786
2015
Q1 		$2.61M Hold
22,569
– – 0.02% 701
2014
Q4 		$3.13M Hold
22,569
– – 0.02% 629
2014
Q3 		$3.49M Hold
22,569
– – 0.03% 596
2014
Q2 		$3.78M Buy
22,569
+3,369
+18% +$542K 0.03% 571
2014
Q1 		$2.97M Buy
19,200
+300
+2% +$45.8K 0.02% 622
2013
Q4 		$2.99M Buy
18,900
+301
+2% +$46.7K 0.03% 610
2013
Q3 		$2.92M Buy
18,599
+6,388
+52% +$979K 0.03% 590
2013
Q2 		$2.33M Buy
+12,211
New +$2.24M 0.02% 573

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Aviva's IPI Position: Q2 2023 in Review

Aviva sold out of Intrepid Potash (IPI) in Q2 2023, closing a stake of 15,944 shares — an estimated $440K sold.

Aviva first reported a position in IPI in Q2 2013 and held it in 13 quarters. The position peaked at $3.78M in Q2 2014. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2023.

  • Aviva reported no remaining Intrepid Potash position as of Q2 2023 after selling out during the quarter.
  • Aviva sold 15,944 Intrepid Potash shares in Q2 2023, an estimated $440K.
  • Aviva first reported a position in Intrepid Potash in Q2 2013 and held it in 13 quarters.
  • Aviva's Intrepid Potash position peaked at $3.78M in Q2 2014.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2023.

Based on Aviva's 13F filing for Q2 2023, filed 10 Aug 2023.