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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
2019
Q2 		– Sell
-2,100
Closed -$2K – 136
2019
Q1 		$2K Buy
+2,100
New +$147K ﹤0.01% 133

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $445B AUM 25.58% 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.