ORG Partners’s Intrepid Potash IPI Stock Holding History

ORG Partners’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2	Closed	-$46	–	788
2023 Q4	$46	Buy	2 +1	+100%	+$21	﹤0.01%	1098
2023 Q3	$25	Hold	1	–	–	﹤0.01%	1328
2023 Q2	$23	Buy	+1	New	+$23	﹤0.01%	1344

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ORG Partners's IPI Position: Q1 2024 in Review

ORG Partners sold out of Intrepid Potash (IPI) in Q1 2024, closing a stake of 2 shares — an estimated $46 sold.

ORG Partners first reported a position in IPI in Q2 2023 and held it in 3 quarters. The position peaked at $46 in Q4 2023. 92 funds tracked by Wall St. Rank hold IPI as of Q1 2024.

ORG Partners reported no remaining Intrepid Potash position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 2 Intrepid Potash shares in Q1 2024, an estimated $46.
ORG Partners first reported a position in Intrepid Potash in Q2 2023 and held it in 3 quarters.
ORG Partners's Intrepid Potash position peaked at $46 in Q4 2023.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.