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Elm Ridge Management’s Intrepid Potash IPI Stock Holding History

Elm Ridge Management’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
2013
Q4 		– Sell
-10,820
Closed -$1.7M – 64
2013
Q3 		$1.7M Sell
10,820
-19
-0.2% -$2.91K 0.18% 61
2013
Q2 		$2.06M Buy
+10,839
New +$1.99M 0.24% 61

Other funds holding IPI

SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elm Ridge Management's IPI Position: Q4 2013 in Review

Elm Ridge Management sold out of Intrepid Potash (IPI) in Q4 2013, closing a stake of 10,820 shares — an estimated $1.7M sold.

Elm Ridge Management first reported a position in IPI in Q2 2013 and held it in 2 quarters. The position peaked at $2.06M in Q2 2013. 157 funds tracked by Wall St. Rank hold IPI as of Q4 2013.

  • Elm Ridge Management reported no remaining Intrepid Potash position as of Q4 2013 after selling out during the quarter.
  • Elm Ridge Management sold 10,820 Intrepid Potash shares in Q4 2013, an estimated $1.7M.
  • Elm Ridge Management first reported a position in Intrepid Potash in Q2 2013 and held it in 2 quarters.
  • Elm Ridge Management's Intrepid Potash position peaked at $2.06M in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2013.

Based on Elm Ridge Management's 13F filing for Q4 2013, filed 14 Feb 2014.