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KG&L Capital Management’s Icahn Enterprises IEP Stock Holding History

KG&L Capital 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 		– Sell
-19,957
Closed -$339K – 190
2024
Q1 		$339K Sell
19,957
-8,650
-30% -$159K 0.13% 141
2023
Q4 		$492K Buy
28,607
+4,720
+20% +$82.6K 0.21% 95
2023
Q3 		$472K Buy
23,887
+3,939
+20% +$99.5K 0.23% 90
2023
Q2 		$579K Buy
+19,948
New +$726K 0.28% 76

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KG&L Capital Management's IEP Position: Q2 2024 in Review

KG&L Capital Management sold out of Icahn Enterprises (IEP) in Q2 2024, closing a stake of 19,957 shares — an estimated $339K sold.

KG&L Capital Management first reported a position in IEP in Q2 2023 and held it in 4 quarters. The position peaked at $579K in Q2 2023. 131 funds tracked by Wall St. Rank hold IEP as of Q2 2024.

  • KG&L Capital Management reported no remaining Icahn Enterprises position as of Q2 2024 after selling out during the quarter.
  • KG&L Capital Management sold 19,957 Icahn Enterprises shares in Q2 2024, an estimated $339K.
  • KG&L Capital Management first reported a position in Icahn Enterprises in Q2 2023 and held it in 4 quarters.
  • KG&L Capital Management's Icahn Enterprises position peaked at $579K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2024.

Based on KG&L Capital Management's 13F filing for Q2 2024, filed 23 Jul 2024.