Old West Investment Management’s Icahn Enterprises IEP Stock Holding History

Old West Investment 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
2023 Q2	–	Sell	-29,254	Closed	-$1.51M	–	52
2023 Q1	$1.51M	Hold	29,254	–	–	0.81%	24
2022 Q4	$1.48M	Hold	29,254	–	–	0.93%	24
2022 Q3	$1.45M	Buy	29,254 +1,105	+4%	+$57K	1.03%	23
2022 Q2	$1.35M	Hold	28,149	–	–	0.95%	23
2022 Q1	$1.46M	Hold	28,149	–	–	0.79%	21
2021 Q4	$1.4M	Hold	28,149	–	–	0.68%	29
2021 Q3	$1.41M	Hold	28,149	–	–	0.37%	31
2021 Q2	$1.55M	Buy	28,149 +9,657	+52%	+$550K	0.32%	37
2021 Q1	$993K	Hold	18,492	–	–	0.21%	38
2020 Q4	$936K	Hold	18,492	–	–	0.21%	40
2020 Q3	$912K	Hold	18,492	–	–	0.21%	34
2020 Q2	$896K	Sell	18,492 -4,027	-18%	-$198K	0.27%	30
2020 Q1	$1.09M	Sell	22,519 -923	-4%	-$55.8K	0.82%	29
2019 Q4	$1.44M	Sell	23,442 -31	-0.1%	-$2K	0.53%	37
2019 Q3	$1.51M	Sell	23,473 -3,853	-14%	-$274K	0.88%	34
2019 Q2	$1.98M	Sell	27,326 -638	-2%	-$46.3K	0.93%	32
2019 Q1	$2.03M	Sell	27,964 -1,284	-4%	-$89.6K	0.73%	36
2018 Q4	$1.67M	Sell	29,248 -1,696	-5%	-$113K	0.45%	34
2018 Q3	$2.19M	Hold	30,944	–	–	0.9%	33
2018 Q2	$2.2M	Buy	+30,944	New	+$2.08M	1.1%	29

Other funds holding IEP

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

Jane Street New York $777B AUM 61.18% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Old West Investment Management's IEP Position: Q2 2023 in Review

Old West Investment Management sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 29,254 shares — an estimated $1.51M sold.

Old West Investment Management first reported a position in IEP in Q2 2018 and held it in 20 quarters. The position peaked at $2.2M in Q2 2018. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Old West Investment Management reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Old West Investment Management sold 29,254 Icahn Enterprises shares in Q2 2023, an estimated $1.51M.
Old West Investment Management first reported a position in Icahn Enterprises in Q2 2018 and held it in 20 quarters.
Old West Investment Management's Icahn Enterprises position peaked at $2.2M in Q2 2018.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Old West Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.