MCM
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MAI Capital Management’s Icahn Enterprises IEP Stock Holding History

MAI Capital Management’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 		$627 Hold
83
– – ﹤0.01% 4335
2025
Q4 		$627 Hold
83
– – ﹤0.01% 3771
2025
Q3 		$699 Hold
83
– – ﹤0.01% 3558
2025
Q2 		$668 Hold
83
– – ﹤0.01% 3718
2025
Q1 		$752 Sell
83
-25
-23% -$241 ﹤0.01% 3182
2024
Q4 		$939 Buy
+108
New +$1.31K ﹤0.01% 3204
2014
Q2 		– Sell
-3,300
Closed -$339K – 404
2014
Q1 		$339K Hold
3,300
– – 0.03% 284
2013
Q4 		$361K Sell
3,300
-2,550
-44% -$277K 0.04% 262
2013
Q3 		$487K Buy
5,850
+800
+16% +$60.2K 0.06% 197
2013
Q2 		$367K Buy
+5,050
New +$372K 0.05% 218

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