Bank of Montreal’s Icahn Enterprises IEP Stock Holding History

Bank of Montreal’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
2017 Q2	–	Sell	-34,700	Closed	-$1.78M	–	4207
2017 Q1	$1.78M	Buy	+34,700	New	+$1.96M	﹤0.01%	1598

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's IEP Position: Q3 2024 in Review

Bank of Montreal sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 15,273 shares — an estimated $256K sold.

Bank of Montreal first reported a position in IEP in Q2 2013 and held it in 34 quarters. The position peaked at $7.06M in Q4 2021. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

Bank of Montreal reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 15,273 Icahn Enterprises shares in Q3 2024, an estimated $256K.
Bank of Montreal first reported a position in Icahn Enterprises in Q2 2013 and held it in 34 quarters.
Bank of Montreal's Icahn Enterprises position peaked at $7.06M in Q4 2021.
123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.