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Mad River Investors’s Icahn Enterprises IEP Stock Holding History

Mad River Investors’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
2017
Q4 		– Sell
-72,672
Closed -$3.99M – 25
2017
Q3 		$3.99M Sell
72,672
-36,380
-33% -$1.91M 4.27% 9
2017
Q2 		$5.63M Sell
109,052
-38,264
-26% -$1.91M 6.56% 5
2017
Q1 		$7.55M Buy
147,316
+11,157
+8% +$629K 8.91% 3
2016
Q4 		$8.16M Buy
136,159
+2,291
+2% +$123K 10.53% 3
2016
Q3 		$6.77M Buy
133,868
+1,520
+1% +$80.2K 8.55% 3
2016
Q2 		$7.15M Buy
132,348
+12,353
+10% +$705K 8.95% 2
2016
Q1 		$7.57M Sell
119,995
-2,454
-2% -$141K 9.43% 2
2015
Q4 		$7.51M Buy
122,449
+1,660
+1% +$120K 9.39% 2
2015
Q3 		$8.1M Buy
120,789
+2,541
+2% +$191K 9.45% 2
2015
Q2 		$10.3M Buy
118,248
+3,469
+3% +$313K 8.43% 2
2015
Q1 		$10.3M Buy
114,779
+457
+0.4% +$43.1K 8.03% 2
2014
Q4 		$10.6M Buy
114,322
+759
+0.7% +$76.7K 8.44% 2
2014
Q3 		$12M Buy
113,563
+716
+0.6% +$76K 9.15% 2
2014
Q2 		$11.3M Buy
112,847
+1,632
+1% +$164K 8.26% 3
2014
Q1 		$11.4M Buy
111,215
+488
+0.4% +$53.8K 8.73% 2
2013
Q4 		$12.1M Buy
110,727
+2,050
+2% +$223K 9.02% 2
2013
Q3 		$9.05M Buy
108,677
+2,079
+2% +$156K 7.19% 3
2013
Q2 		$7.76M Buy
+106,598
New +$7.85M 6.81% 3

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mad River Investors's IEP Position: Q4 2017 in Review

Mad River Investors sold out of Icahn Enterprises (IEP) in Q4 2017, closing a stake of 72,672 shares — an estimated $3.99M sold.

Mad River Investors first reported a position in IEP in Q2 2013 and held it in 18 quarters. The position peaked at $12.1M in Q4 2013. 95 funds tracked by Wall St. Rank hold IEP as of Q4 2017.

  • Mad River Investors reported no remaining Icahn Enterprises position as of Q4 2017 after selling out during the quarter.
  • Mad River Investors sold 72,672 Icahn Enterprises shares in Q4 2017, an estimated $3.99M.
  • Mad River Investors first reported a position in Icahn Enterprises in Q2 2013 and held it in 18 quarters.
  • Mad River Investors's Icahn Enterprises position peaked at $12.1M in Q4 2013.
  • 95 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2017.

Based on Mad River Investors's 13F filing for Q4 2017, filed 30 Jan 2018.