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Koss-Olinger Consulting’s Intrepid Potash IPI Stock Holding History

Koss-Olinger Consulting’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
2023
Q4 		– Sell
-9,675
Closed -$243K – 326
2023
Q3 		$243K Buy
+9,675
New +$248K 0.04% 225

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Koss-Olinger Consulting's IPI Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of Intrepid Potash (IPI) in Q4 2023, closing a stake of 9,675 shares — an estimated $243K sold.

Koss-Olinger Consulting first reported a position in IPI in Q3 2023 and held it in 1 quarter. The position peaked at $243K in Q3 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining Intrepid Potash position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 9,675 Intrepid Potash shares in Q4 2023, an estimated $243K.
  • Koss-Olinger Consulting first reported a position in Intrepid Potash in Q3 2023 and held it in 1 quarter.
  • Koss-Olinger Consulting's Intrepid Potash position peaked at $243K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.