Cutler Group’s Intrepid Potash IPI Stock Holding History

Cutler Group’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 Q1	–	Sell	-4,100	Closed	-$11K	–	4250
2022 Q4	$11K	Sell	4,100 -2,600	-39%	-$96.3K	﹤0.01%	2633
2022 Q3	$50K	Buy	+6,700	New	+$291K	﹤0.01%	1889
2022 Q2	–	Sell	-3,300	Closed	-$3K	–	5304
2022 Q1	$3K	Buy	+3,300	New	+$182K	﹤0.01%	4468
2021 Q4	–	Sell	-4,300	Closed	-$8K	–	5701
2021 Q3	$8K	Buy	4,300 +1,400	+48%	+$43.8K	﹤0.01%	4120
2021 Q2	$2K	Sell	2,900 -400	-12%	-$11.8K	﹤0.01%	5015
2021 Q1	$13K	Buy	+3,300	New	+$97.5K	﹤0.01%	3571
2017 Q1	–	Sell	-4,900	Closed	-$7K	–	6761
2016 Q4	$7K	Buy	+4,900	New	+$72.5K	﹤0.01%	4597
2016 Q3	–	Sell	-490	Closed	-$5K	–	6994
2016 Q2	$5K	Sell	490 -2,510	-84%	-$31.7K	﹤0.01%	4928
2016 Q1	$33K	Sell	3,000 -2,600	-46%	-$46.9K	﹤0.01%	2749
2015 Q4	$317K	Buy	+5,600	New	+$236K	0.02%	852

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

LHCM

Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return

Cutler Group's IPI Position: Q3 2023 in Review

Cutler Group sold out of Intrepid Potash (IPI) in Q3 2023, closing a stake of 394 shares — an estimated $8K sold.

Cutler Group first reported a position in IPI in Q4 2015 and held it in 18 quarters. The position peaked at $182K in Q4 2015. 95 funds tracked by Wall St. Rank hold IPI as of Q3 2023.

Cutler Group reported no remaining Intrepid Potash position as of Q3 2023 after selling out during the quarter.
Cutler Group sold 394 Intrepid Potash shares in Q3 2023, an estimated $8K.
Cutler Group first reported a position in Intrepid Potash in Q4 2015 and held it in 18 quarters.
Cutler Group's Intrepid Potash position peaked at $182K in Q4 2015.
95 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.