Kennedy Capital Management’s Intrepid Potash IPI Stock Holding History

Kennedy Capital 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
2020 Q2	–	Sell	-85,267	Closed	-$682K	–	687
2020 Q1	$682K	Buy	85,267 +1,506	+2%	+$28K	0.03%	590
2019 Q4	$2.27M	Sell	83,761 -1,727	-2%	-$46.9K	0.06%	523
2019 Q3	$2.79M	Buy	85,488 +1,341	+2%	+$44.8K	0.07%	474
2019 Q2	$2.83M	Sell	84,147 -995	-1%	-$34.7K	0.07%	480
2019 Q1	$3.23M	Buy	85,142 +10,142	+14%	+$353K	0.08%	454
2018 Q4	$1.95M	Buy	+75,000	New	+$2.57M	0.05%	539
2016 Q1	–	Sell	-62,601	Closed	-$1.85M	–	751
2015 Q4	$1.85M	Sell	62,601 -751	-1%	-$31.7K	0.04%	583
2015 Q3	$3.51M	Buy	63,352 +35,137	+125%	+$2.92M	0.07%	458
2015 Q2	$3.37M	Sell	28,215 -1,272	-4%	-$151K	0.06%	495
2015 Q1	$3.41M	Buy	29,487 +9,968	+51%	+$1.31M	0.06%	491
2014 Q4	$2.71M	Buy	+19,519	New	+$2.7M	0.05%	522
2013 Q4	–	Sell	-16,807	Closed	-$2.63M	–	766
2013 Q3	$2.63M	Buy	+16,807	New	+$2.57M	0.05%	492

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Capital Management's IPI Position: Q2 2020 in Review

Kennedy Capital Management sold out of Intrepid Potash (IPI) in Q2 2020, closing a stake of 85,267 shares — an estimated $682K sold.

Kennedy Capital Management first reported a position in IPI in Q3 2013 and held it in 12 quarters. The position peaked at $3.51M in Q3 2015. 92 funds tracked by Wall St. Rank hold IPI as of Q2 2020.

Kennedy Capital Management reported no remaining Intrepid Potash position as of Q2 2020 after selling out during the quarter.
Kennedy Capital Management sold 85,267 Intrepid Potash shares in Q2 2020, an estimated $682K.
Kennedy Capital Management first reported a position in Intrepid Potash in Q3 2013 and held it in 12 quarters.
Kennedy Capital Management's Intrepid Potash position peaked at $3.51M in Q3 2015.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2020.

Based on Kennedy Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.