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Carmel Capital Partners’s Intrepid Potash IPI Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-6
Closed -$151 – 410
2023
Q3 		$151 Hold
6
– – ﹤0.01% 733
2023
Q2 		$136 Hold
6
– – ﹤0.01% 416
2023
Q1 		$166 Buy
+6
New +$183 ﹤0.01% 458

Other funds holding IPI

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Carmel Capital Partners's IPI Position: Q4 2023 in Review

Carmel Capital Partners sold out of Intrepid Potash (IPI) in Q4 2023, closing a stake of 6 shares — an estimated $151 sold.

Carmel Capital Partners first reported a position in IPI in Q1 2023 and held it in 3 quarters. The position peaked at $166 in Q1 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q4 2023.

  • Carmel Capital Partners reported no remaining Intrepid Potash position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 6 Intrepid Potash shares in Q4 2023, an estimated $151.
  • Carmel Capital Partners first reported a position in Intrepid Potash in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Intrepid Potash position peaked at $166 in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.