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Essex Investment Management’s Intrepid Potash IPI Stock Holding History

Essex Investment 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
2023
Q4 		– Sell
-67,823
Closed -$1.71M – 354
2023
Q3 		$1.71M Buy
+67,823
New +$1.74M 0.28% 123

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Essex Investment Management's IPI Position: Q4 2023 in Review

Essex Investment Management sold out of Intrepid Potash (IPI) in Q4 2023, closing a stake of 67,823 shares — an estimated $1.71M sold.

Essex Investment Management first reported a position in IPI in Q3 2023 and held it in 1 quarter. The position peaked at $1.71M in Q3 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q4 2023.

  • Essex Investment Management reported no remaining Intrepid Potash position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 67,823 Intrepid Potash shares in Q4 2023, an estimated $1.71M.
  • Essex Investment Management first reported a position in Intrepid Potash in Q3 2023 and held it in 1 quarter.
  • Essex Investment Management's Intrepid Potash position peaked at $1.71M in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.