Means Investment Company’s Icahn Enterprises IEP Stock Holding History

Means Investment Company’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
2020 Q2	–	Sell	-5,589	Closed	-$260K	–	154
2020 Q1	$260K	Sell	5,589 -1,773	-24%	-$107K	0.1%	108
2019 Q4	$486K	Sell	7,362 -87	-1%	-$5.63K	0.16%	81
2019 Q3	$517K	Sell	7,449 -43	-0.6%	-$3.06K	0.2%	84
2019 Q2	$557K	Sell	7,492 -3,471	-32%	-$252K	0.23%	81
2019 Q1	$795K	Buy	10,963 +100	+0.9%	+$6.98K	0.35%	69
2018 Q4	$620K	Buy	+10,863	New	+$721K	0.34%	69

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Means Investment Company's IEP Position: Q2 2020 in Review

Means Investment Company sold out of Icahn Enterprises (IEP) in Q2 2020, closing a stake of 5,589 shares — an estimated $260K sold.

Means Investment Company first reported a position in IEP in Q4 2018 and held it in 6 quarters. The position peaked at $795K in Q1 2019. 104 funds tracked by Wall St. Rank hold IEP as of Q2 2020.

Means Investment Company reported no remaining Icahn Enterprises position as of Q2 2020 after selling out during the quarter.
Means Investment Company sold 5,589 Icahn Enterprises shares in Q2 2020, an estimated $260K.
Means Investment Company first reported a position in Icahn Enterprises in Q4 2018 and held it in 6 quarters.
Means Investment Company's Icahn Enterprises position peaked at $795K in Q1 2019.
104 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2020.

Based on Means Investment Company's 13F filing for Q2 2020, filed 13 Aug 2020.