Pinnacle Associates’s Intrepid Potash IPI Stock Holding History

Pinnacle Associates’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 Q4	–	Sell	-129,782	Closed	-$3.1M	–	862
2024 Q3	$3.1M	Buy	+129,782	New	+$3.09M	0.05%	293
2024 Q2	–	Sell	-49,089	Closed	-$1.02M	–	832
2024 Q1	$1.02M	Sell	49,089 -80,693	-62%	-$1.61M	0.02%	475
2023 Q4	$3.1M	Sell	129,782 -63,793	-33%	-$1.35M	0.05%	296
2023 Q3	$4.87M	Sell	193,575 -2,488	-1%	-$63.7K	0.09%	228
2023 Q2	$4.45M	Buy	+196,063	New	+$4.44M	0.08%	244

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pinnacle Associates's IPI Position: Q4 2024 in Review

Pinnacle Associates sold out of Intrepid Potash (IPI) in Q4 2024, closing a stake of 129,782 shares — an estimated $3.1M sold.

Pinnacle Associates first reported a position in IPI in Q2 2023 and held it in 5 quarters. The position peaked at $4.87M in Q3 2023. 95 funds tracked by Wall St. Rank hold IPI as of Q4 2024.

Pinnacle Associates reported no remaining Intrepid Potash position as of Q4 2024 after selling out during the quarter.
Pinnacle Associates sold 129,782 Intrepid Potash shares in Q4 2024, an estimated $3.1M.
Pinnacle Associates first reported a position in Intrepid Potash in Q2 2023 and held it in 5 quarters.
Pinnacle Associates's Intrepid Potash position peaked at $4.87M in Q3 2023.
95 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.