Carmel Capital Partners’s Icahn Enterprises IEP Stock Holding History

Carmel Capital Partners’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
2023 Q2	–	Sell	-9,774	Closed	-$505K	–	449
2023 Q1	$505K	Buy	9,774 +502	+5%	+$26.5K	0.3%	71
2022 Q4	$470K	Buy	9,272 +3,162	+52%	+$165K	0.32%	71
2022 Q3	$303K	Buy	6,110 +960	+19%	+$49.5K	0.29%	82
2022 Q2	$248K	Buy	+5,150	New	+$267K	0.23%	92

Other funds holding IEP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Carmel Capital Partners's IEP Position: Q2 2023 in Review

Carmel Capital Partners sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 9,774 shares — an estimated $505K sold.

Carmel Capital Partners first reported a position in IEP in Q2 2022 and held it in 4 quarters. The position peaked at $505K in Q1 2023. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Carmel Capital Partners reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Carmel Capital Partners sold 9,774 Icahn Enterprises shares in Q2 2023, an estimated $505K.
Carmel Capital Partners first reported a position in Icahn Enterprises in Q2 2022 and held it in 4 quarters.
Carmel Capital Partners's Icahn Enterprises position peaked at $505K in Q1 2023.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.