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McIlrath & Eck’s Icahn Enterprises IEP Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-15
Closed -$247 – 995
2024
Q2 		$247 Hold
15
– – ﹤0.01% 921
2024
Q1 		$255 Hold
15
– – ﹤0.01% 912
2023
Q4 		$258 Hold
15
– – ﹤0.01% 898
2023
Q3 		$297 Buy
+15
New +$379 ﹤0.01% 858

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McIlrath & Eck's IEP Position: Q3 2024 in Review

McIlrath & Eck sold out of Icahn Enterprises (IEP) in Q3 2024, closing a stake of 15 shares — an estimated $247 sold.

McIlrath & Eck first reported a position in IEP in Q3 2023 and held it in 4 quarters. The position peaked at $297 in Q3 2023. 123 funds tracked by Wall St. Rank hold IEP as of Q3 2024.

  • McIlrath & Eck reported no remaining Icahn Enterprises position as of Q3 2024 after selling out during the quarter.
  • McIlrath & Eck sold 15 Icahn Enterprises shares in Q3 2024, an estimated $247.
  • McIlrath & Eck first reported a position in Icahn Enterprises in Q3 2023 and held it in 4 quarters.
  • McIlrath & Eck's Icahn Enterprises position peaked at $297 in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2024.

Based on McIlrath & Eck's 13F filing for Q3 2024, filed 19 Nov 2024.