OneDigital Investment Advisors’s Icahn Enterprises IEP Stock Holding History

OneDigital Investment Advisors’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
2022 Q3	–	Sell	-4,946	Closed	-$238K	–	774
2022 Q2	$238K	Buy	+4,946	New	+$257K	0.01%	614
2019 Q3	–	Sell	-402	Closed	-$29K	–	837
2019 Q2	$29K	Buy	402 +22	+6%	+$1.6K	﹤0.01%	699
2019 Q1	$28K	Hold	380	–	–	﹤0.01%	632
2018 Q4	$22K	Buy	380 +10	+3%	+$663	﹤0.01%	666
2018 Q3	$26K	Buy	370 +9	+2%	+$668	0.01%	578
2018 Q2	$26K	Buy	361 +19	+6%	+$1.28K	0.01%	713
2018 Q1	$20K	Hold	342	–	–	﹤0.01%	818
2017 Q4	$18K	Buy	342 +9	+3%	+$489	﹤0.01%	843
2017 Q3	$18K	Buy	333 +9	+3%	+$473	0.01%	681
2017 Q2	$17K	Buy	+324	New	+$16.2K	0.01%	799

Other funds holding IEP

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OneDigital Investment Advisors's IEP Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of Icahn Enterprises (IEP) in Q3 2022, closing a stake of 4,946 shares — an estimated $238K sold.

OneDigital Investment Advisors first reported a position in IEP in Q2 2017 and held it in 10 quarters. The position peaked at $238K in Q2 2022. 148 funds tracked by Wall St. Rank hold IEP as of Q3 2022.

OneDigital Investment Advisors reported no remaining Icahn Enterprises position as of Q3 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 4,946 Icahn Enterprises shares in Q3 2022, an estimated $238K.
OneDigital Investment Advisors first reported a position in Icahn Enterprises in Q2 2017 and held it in 10 quarters.
OneDigital Investment Advisors's Icahn Enterprises position peaked at $238K in Q2 2022.
148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.