EWG Elevate’s Icahn Enterprises IEP Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-100	Closed	-$5.07K	–	381
2022 Q4	$5.07K	Buy	+100	New	+$5.22K	﹤0.01%	468

Other funds holding IEP

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

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

EWG Elevate's IEP Position: Q1 2023 in Review

EWG Elevate sold out of Icahn Enterprises (IEP) in Q1 2023, closing a stake of 100 shares — an estimated $5.07K sold.

EWG Elevate first reported a position in IEP in Q4 2022 and held it in 1 quarter. The position peaked at $5.07K in Q4 2022. 172 funds tracked by Wall St. Rank hold IEP as of Q1 2023.

EWG Elevate reported no remaining Icahn Enterprises position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 100 Icahn Enterprises shares in Q1 2023, an estimated $5.07K.
EWG Elevate first reported a position in Icahn Enterprises in Q4 2022 and held it in 1 quarter.
EWG Elevate's Icahn Enterprises position peaked at $5.07K in Q4 2022.
172 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.