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Minot Wealth Management’s Icahn Enterprises IEP Stock Holding History

Minot Wealth 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
2021
Q3 		– Sell
-4,000
Closed -$230K – 214
2021
Q2 		$230K Hold
4,000
– – 0.05% 180
2021
Q1 		$215K Hold
4,000
– – 0.05% 178
2020
Q4 		$203K Buy
+4,000
New +$204K 0.06% 150

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Minot Wealth Management's IEP Position: Q3 2021 in Review

Minot Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2021, closing a stake of 4,000 shares — an estimated $230K sold.

Minot Wealth Management first reported a position in IEP in Q4 2020 and held it in 3 quarters. The position peaked at $230K in Q2 2021. 127 funds tracked by Wall St. Rank hold IEP as of Q3 2021.

  • Minot Wealth Management reported no remaining Icahn Enterprises position as of Q3 2021 after selling out during the quarter.
  • Minot Wealth Management sold 4,000 Icahn Enterprises shares in Q3 2021, an estimated $230K.
  • Minot Wealth Management first reported a position in Icahn Enterprises in Q4 2020 and held it in 3 quarters.
  • Minot Wealth Management's Icahn Enterprises position peaked at $230K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2021.

Based on Minot Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.