JG
IPI icon

Jefferies Group’s Intrepid Potash IPI Stock Holding History

Jefferies Group’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
2017
Q2 		– Sell
-2,250
Closed -$39K – 2377
2017
Q1 		$39K Buy
+2,250
New +$43.5K ﹤0.01% 2207
2013
Q4 		– Sell
-3,510
Closed -$550K – 2066
2013
Q3 		$550K Buy
3,510
+960
+38% +$147K 0.01% 1162
2013
Q2 		$486K Buy
+2,550
New +$468K 0.01% 1079

Other funds holding IPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's IPI Position: Q1 2020 in Review

Jefferies Group sold out of Intrepid Potash (IPI) in Q1 2020, closing a stake of 2,336 shares — an estimated $63K sold.

Jefferies Group first reported a position in IPI in Q2 2013 and held it in 10 quarters. The position peaked at $786K in Q2 2013. 103 funds tracked by Wall St. Rank hold IPI as of Q1 2020.

  • Jefferies Group reported no remaining Intrepid Potash position as of Q1 2020 after selling out during the quarter.
  • Jefferies Group sold 2,336 Intrepid Potash shares in Q1 2020, an estimated $63K.
  • Jefferies Group first reported a position in Intrepid Potash in Q2 2013 and held it in 10 quarters.
  • Jefferies Group's Intrepid Potash position peaked at $786K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2020.

Based on Jefferies Group's 13F filing for Q1 2020, filed 15 May 2020.