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LRI Investments’s Icahn Enterprises IEP Stock Holding History

LRI Investments’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
2026
Q1 		$1.15K Hold
153
– – ﹤0.01% 1308
2025
Q4 		$1.15K Buy
153
+9
+6% +$73 ﹤0.01% 1257
2025
Q3 		$1.21K Buy
144
+8
+6% +$70 ﹤0.01% 1249
2025
Q2 		$1.09K Buy
136
+14
+11% +$120 ﹤0.01% 1209
2025
Q1 		$1.1K Hold
122
– – ﹤0.01% 1150
2024
Q4 		$1.05K Buy
122
+5
+4% +$61 ﹤0.01% 1108
2024
Q3 		$1.46K Buy
117
+8
+7% +$121 ﹤0.01% 1085
2024
Q2 		$1.79K Buy
109
+12
+12% +$203 ﹤0.01% 1064
2024
Q1 		$1.64K Buy
+97
New +$1.78K ﹤0.01% 765

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return