Plante Moran Financial Advisors’s Icahn Enterprises IEP Stock Holding History

Plante Moran Financial 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
2026 Q1	$23	Hold	3	–	–	﹤0.01%	715
2025 Q4	$23	Hold	3	–	–	﹤0.01%	807
2025 Q3	$25	Hold	3	–	–	﹤0.01%	780
2025 Q2	$24	Hold	3	–	–	﹤0.01%	768
2025 Q1	$27	Hold	3	–	–	﹤0.01%	787
2024 Q4	$26	Hold	3	–	–	﹤0.01%	897
2024 Q3	$41	Hold	3	–	–	﹤0.01%	865
2024 Q2	$49	Hold	3	–	–	﹤0.01%	775
2024 Q1	$51	Hold	3	–	–	﹤0.01%	832
2023 Q4	$52	Hold	3	–	–	﹤0.01%	806
2023 Q3	$59	Hold	3	–	–	﹤0.01%	749
2023 Q2	$87	Hold	3	–	–	﹤0.01%	771
2023 Q1	$155	Hold	3	–	–	﹤0.01%	765
2022 Q4	$152	Hold	3	–	–	﹤0.01%	820
2022 Q3	$0	Hold	3	–	–	﹤0.01%	961
2022 Q2	$0	Hold	3	–	–	﹤0.01%	1015
2022 Q1	$0	Hold	3	–	–	﹤0.01%	902
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1055
2021 Q3	$0	Buy	+3	New	+$166	﹤0.01%	969
2019 Q4	–	Sell	-109	Closed	-$7K	–	815
2019 Q3	$7K	Hold	109	–	–	﹤0.01%	645
2019 Q2	$8K	Hold	109	–	–	﹤0.01%	591
2019 Q1	$8K	Hold	109	–	–	﹤0.01%	572
2018 Q4	$6K	Hold	109	–	–	﹤0.01%	572
2018 Q3	$8K	Hold	109	–	–	﹤0.01%	522
2018 Q2	$8K	Hold	109	–	–	﹤0.01%	569
2018 Q1	$6K	Hold	109	–	–	﹤0.01%	691
2017 Q4	$6K	Hold	109	–	–	﹤0.01%	677
2017 Q3	$6K	Hold	109	–	–	﹤0.01%	627
2017 Q2	$6K	Hold	109	–	–	﹤0.01%	638
2017 Q1	$6K	Buy	109 +8	+8%	+$451	﹤0.01%	678
2016 Q4	$6K	Hold	101	–	–	﹤0.01%	675
2016 Q3	$5K	Hold	101	–	–	﹤0.01%	696
2016 Q2	$5K	Hold	101	–	–	﹤0.01%	636
2016 Q1	$6K	Hold	101	–	–	﹤0.01%	553
2015 Q4	$6K	Hold	101	–	–	﹤0.01%	679
2015 Q3	$7K	Hold	101	–	–	0.01%	528
2015 Q2	$9K	Hold	101	–	–	0.01%	541
2015 Q1	$9K	Hold	101	–	–	0.01%	528
2014 Q4	$9K	Hold	101	–	–	0.01%	561
2014 Q3	$11K	Hold	101	–	–	0.01%	513
2014 Q2	$10K	Hold	101	–	–	0.01%	535
2014 Q1	$10K	Buy	+101	New	+$11.1K	0.01%	365

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

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

SAM

Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return

Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

HRT Financial New York $26B AUM 58.22% 1-Year Est. Return