IIA
IEP icon

IPG Investment Advisors’s Icahn Enterprises IEP Stock Holding History

IPG Investment Advisors’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
2021
Q1 		– Sell
-5,830
Closed -$295K – 203
2020
Q4 		$295K Buy
5,830
+216
+4% +$11K 0.07% 122
2020
Q3 		$277K Buy
5,614
+177
+3% +$8.94K 0.08% 117
2020
Q2 		$264K Buy
5,437
+327
+6% +$16.1K 0.09% 103
2020
Q1 		$247K Hold
5,110
– – 0.1% 97
2019
Q4 		$314K Buy
5,110
+112
+2% +$7.25K 0.1% 99
2019
Q3 		$321K Buy
4,998
+680
+16% +$48.3K 0.11% 93
2019
Q2 		$313K Sell
4,318
-83
-2% -$6.02K 0.11% 101
2019
Q1 		$319K Hold
4,401
– – 0.11% 106
2018
Q4 		$251K Hold
4,401
– – 0.1% 113
2018
Q3 		$311K Buy
4,401
+76
+2% +$5.64K 0.1% 124
2018
Q2 		$307K Sell
4,325
-131
-3% -$8.82K 0.11% 110
2018
Q1 		$254K Hold
4,456
– – 0.08% 123
2017
Q4 		$236K Buy
4,456
+626
+16% +$34K 0.1% 116
2017
Q3 		$210K Sell
3,830
-168
-4% -$8.84K 0.07% 122
2017
Q2 		$207K Buy
+3,998
New +$200K 0.08% 123
2017
Q1 		– Sell
-3,796
Closed -$227K – 139
2016
Q4 		$227K Sell
3,796
-641
-14% -$34.6K 0.09% 108
2016
Q3 		$224K Buy
4,437
+125
+3% +$6.6K 0.09% 101
2016
Q2 		$233K Buy
4,312
+209
+5% +$11.9K 0.1% 103
2016
Q1 		$259K Hold
4,103
– – 0.12% 87
2015
Q4 		$252K Buy
4,103
+34
+0.8% +$2.46K 0.12% 92
2015
Q3 		$273K Sell
4,069
-141
-3% -$10.6K 0.13% 96
2015
Q2 		$365K Buy
4,210
+66
+2% +$5.95K 0.13% 91
2015
Q1 		$372K Buy
4,144
+44
+1% +$4.15K 0.14% 83
2014
Q4 		$379K Buy
+4,100
New +$414K 0.15% 75

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IPG Investment Advisors's IEP Position: Q1 2021 in Review

IPG Investment Advisors sold out of Icahn Enterprises (IEP) in Q1 2021, closing a stake of 5,830 shares — an estimated $295K sold.

IPG Investment Advisors first reported a position in IEP in Q4 2014 and held it in 24 quarters. The position peaked at $379K in Q4 2014. 108 funds tracked by Wall St. Rank hold IEP as of Q1 2021.

  • IPG Investment Advisors reported no remaining Icahn Enterprises position as of Q1 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 5,830 Icahn Enterprises shares in Q1 2021, an estimated $295K.
  • IPG Investment Advisors first reported a position in Icahn Enterprises in Q4 2014 and held it in 24 quarters.
  • IPG Investment Advisors's Icahn Enterprises position peaked at $379K in Q4 2014.
  • 108 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2021.

Based on IPG Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.