Chevy Chase Trust’s Icahn Enterprises IEP Stock Holding History

Chevy Chase Trust’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
2020 Q1	–	Sell	-1,182	Closed	-$73K	–	800
2019 Q4	$73K	Buy	+1,182	New	+$76.5K	﹤0.01%	760

Other funds holding IEP

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Chevy Chase Trust's IEP Position: Q1 2020 in Review

Chevy Chase Trust sold out of Icahn Enterprises (IEP) in Q1 2020, closing a stake of 1,182 shares — an estimated $73K sold.

Chevy Chase Trust first reported a position in IEP in Q4 2019 and held it in 1 quarter. The position peaked at $73K in Q4 2019. 107 funds tracked by Wall St. Rank hold IEP as of Q1 2020.

Chevy Chase Trust reported no remaining Icahn Enterprises position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 1,182 Icahn Enterprises shares in Q1 2020, an estimated $73K.
Chevy Chase Trust first reported a position in Icahn Enterprises in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's Icahn Enterprises position peaked at $73K in Q4 2019.
107 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.