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Orion Portfolio Solutions’s Icahn Enterprises IEP Stock Holding History

Orion Portfolio Solutions’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
2020
Q1 		– Sell
-115
Closed -$7K – 2078
2019
Q4 		$7K Buy
+115
New +$7.44K ﹤0.01% 1134

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's IEP Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Icahn Enterprises (IEP) in Q1 2020, closing a stake of 115 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in IEP in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 107 funds tracked by Wall St. Rank hold IEP as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Icahn Enterprises position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 115 Icahn Enterprises shares in Q1 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Icahn Enterprises in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Icahn Enterprises position peaked at $7K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.