LSV Asset Management
IPI icon

LSV Asset Management’s Intrepid Potash IPI Stock Holding History

LSV Asset Management’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
2020
Q3 		– Sell
-12,530
Closed -$124K – 968
2020
Q2 		$124K Hold
12,530
– – ﹤0.01% 926
2020
Q1 		$100K Hold
12,530
– – ﹤0.01% 898
2019
Q4 		$339K Buy
+12,530
New +$340K ﹤0.01% 851

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

LSV Asset Management's IPI Position: Q3 2020 in Review

LSV Asset Management sold out of Intrepid Potash (IPI) in Q3 2020, closing a stake of 12,530 shares — an estimated $124K sold.

LSV Asset Management first reported a position in IPI in Q4 2019 and held it in 3 quarters. The position peaked at $339K in Q4 2019. 63 funds tracked by Wall St. Rank hold IPI as of Q3 2020.

  • LSV Asset Management reported no remaining Intrepid Potash position as of Q3 2020 after selling out during the quarter.
  • LSV Asset Management sold 12,530 Intrepid Potash shares in Q3 2020, an estimated $124K.
  • LSV Asset Management first reported a position in Intrepid Potash in Q4 2019 and held it in 3 quarters.
  • LSV Asset Management's Intrepid Potash position peaked at $339K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2020.

Based on LSV Asset Management's 13F filing for Q3 2020, filed 23 Oct 2020.