LM Advisors’s Icahn Enterprises IEP Stock Holding History

LM Advisors’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	-3,319	Closed	-$57.1K	–	446
2023 Q4	$57.1K	Buy	+3,319	New	+$58.1K	0.01%	312

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

LM Advisors's IEP Position: Q1 2024 in Review

LM Advisors sold out of Icahn Enterprises (IEP) in Q1 2024, closing a stake of 3,319 shares — an estimated $57.1K sold.

LM Advisors first reported a position in IEP in Q4 2023 and held it in 1 quarter. The position peaked at $57.1K in Q4 2023. 124 funds tracked by Wall St. Rank hold IEP as of Q1 2024.

LM Advisors reported no remaining Icahn Enterprises position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 3,319 Icahn Enterprises shares in Q1 2024, an estimated $57.1K.
LM Advisors first reported a position in Icahn Enterprises in Q4 2023 and held it in 1 quarter.
LM Advisors's Icahn Enterprises position peaked at $57.1K in Q4 2023.
124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.