Claris Advisors’s Icahn Enterprises IEP Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-48	Closed	-$649	–	572
2024 Q3	$649	Buy	+48	New	+$725	﹤0.01%	558

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Claris Advisors's IEP Position: Q4 2024 in Review

Claris Advisors sold out of Icahn Enterprises (IEP) in Q4 2024, closing a stake of 48 shares — an estimated $649 sold.

Claris Advisors first reported a position in IEP in Q3 2024 and held it in 1 quarter. The position peaked at $649 in Q3 2024. 121 funds tracked by Wall St. Rank hold IEP as of Q4 2024.

Claris Advisors reported no remaining Icahn Enterprises position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 48 Icahn Enterprises shares in Q4 2024, an estimated $649.
Claris Advisors first reported a position in Icahn Enterprises in Q3 2024 and held it in 1 quarter.
Claris Advisors's Icahn Enterprises position peaked at $649 in Q3 2024.
121 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.