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Lee Financial’s Icahn Enterprises IEP Stock Holding History

Lee Financial’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
Q1 		– Sell
-2,634
Closed -$45.3K – 477
2023
Q4 		$45.3K Sell
2,634
-4
-0.2% -$70 0.01% 245
2023
Q3 		$52.2K Sell
2,638
-2,039
-44% -$51.5K 0.01% 211
2023
Q2 		$136K Buy
4,677
+450
+11% +$16.4K 0.02% 146
2023
Q1 		$226K Sell
4,227
-328
-7% -$17.3K 0.04% 121
2022
Q4 		$231K Buy
4,555
+149
+3% +$7.77K 0.04% 136
2022
Q3 		$219K Buy
4,406
+185
+4% +$9.55K 0.04% 136
2022
Q2 		$203K Buy
4,221
+865
+26% +$44.9K 0.04% 144
2022
Q1 		$174K Hold
3,356
– – 0.03% 154
2021
Q4 		$166K Buy
3,356
+129
+4% +$6.87K 0.03% 152
2021
Q3 		$161K Buy
3,227
+124
+4% +$6.85K 0.03% 151
2021
Q2 		$171K Buy
3,103
+208
+7% +$11.8K 0.04% 147
2021
Q1 		$156K Hold
2,895
– – 0.04% 144
2020
Q4 		$147K Buy
2,895
+109
+4% +$5.55K 0.04% 130
2020
Q3 		$137K Buy
2,786
+111
+4% +$5.61K 0.04% 136
2020
Q2 		$130K Buy
2,675
+208
+8% +$10.2K 0.04% 140
2020
Q1 		$119K Hold
2,467
– – 0.04% 128
2019
Q4 		$152K Buy
2,467
+78
+3% +$5.05K 0.03% 134
2019
Q3 		$153K Buy
2,389
+69
+3% +$4.9K 0.03% 134
2019
Q2 		$168K Buy
2,320
+124
+6% +$8.99K 0.04% 135
2019
Q1 		$159K Hold
2,196
– – 0.04% 136
2018
Q4 		$125K Buy
2,196
+58
+3% +$3.85K 0.03% 138
2018
Q3 		$151K Buy
+2,138
New +$159K 0.04% 143

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lee Financial's IEP Position: Q1 2024 in Review

Lee Financial sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 2,634 shares — an estimated $45.3K sold.

Lee Financial first reported a position in IEP in Q3 2018 and held it in 22 quarters. The position peaked at $231K in Q4 2022. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

  • Lee Financial reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2,634 Icahn Enterprises shares in Q1 2024, an estimated $45.3K.
  • Lee Financial first reported a position in Icahn Enterprises in Q3 2018 and held it in 22 quarters.
  • Lee Financial's Icahn Enterprises position peaked at $231K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.