Institutional & Family Asset Management’s Icahn Enterprises IEP Stock Holding History

Institutional & Family Asset Management’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 Q2	$133	Buy	8 +1	+14%	+$17	﹤0.01%	735
2024 Q1	$122	Hold	7	–	–	﹤0.01%	722
2023 Q4	$124	Hold	7	–	–	﹤0.01%	701
2023 Q3	$134	Buy	7 +1	+17%	+$25	﹤0.01%	704
2023 Q2	$188	Hold	6	–	–	﹤0.01%	733
2023 Q1	$300	Hold	6	–	–	﹤0.01%	699
2022 Q4	$294	Hold	6	–	–	﹤0.01%	687
2022 Q3	$0	Buy	6 +1	+20%	+$52	﹤0.01%	735
2022 Q2	$0	Hold	5	–	–	﹤0.01%	750
2022 Q1	$0	Hold	5	–	–	﹤0.01%	804
2021 Q4	$0	Hold	5	–	–	﹤0.01%	852
2021 Q3	$0	Hold	5	–	–	﹤0.01%	935
2021 Q2	$0	Buy	5 +1	+25%	+$57	﹤0.01%	974
2021 Q1	$0	Hold	4	–	–	﹤0.01%	957
2020 Q4	$0	Hold	4	–	–	﹤0.01%	894
2020 Q3	$0	Hold	4	–	–	﹤0.01%	863
2020 Q2	$0	Hold	4	–	–	﹤0.01%	872
2020 Q1	$0	Hold	4	–	–	﹤0.01%	865
2019 Q4	$0	Hold	4	–	–	﹤0.01%	872
2019 Q3	$0	Buy	4 +1	+33%	+$71	﹤0.01%	856
2019 Q2	$0	Hold	3	–	–	﹤0.01%	855
2019 Q1	$0	Hold	3	–	–	﹤0.01%	860
2018 Q4	$0	Hold	3	–	–	﹤0.01%	853
2018 Q3	$0	Hold	3	–	–	﹤0.01%	855
2018 Q2	$0	Hold	3	–	–	﹤0.01%	861
2018 Q1	$0	Buy	+3	New	+$171	﹤0.01%	849

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institutional & Family Asset Management's IEP Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Icahn Enterprises (IEP) stake by 14% in Q2 2024, buying an estimated $17 and bringing the position to 8 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Institutional & Family Asset Management first reported a position in IEP in Q1 2018 and has held it in 26 quarters since. The position peaked at $300 in Q1 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

Institutional & Family Asset Management held 8 shares of Icahn Enterprises worth $133 as of Q2 2024.
Institutional & Family Asset Management bought 1 Icahn Enterprises share in Q2 2024, an estimated $17.
Icahn Enterprises made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #735 holding.
Institutional & Family Asset Management first reported a position in Icahn Enterprises in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Icahn Enterprises position peaked at $300 in Q1 2023.
131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.