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PSI Advisors’s Icahn Enterprises IEP Stock Holding History

PSI 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 		$139K Sell
18,356
-65
-0.4% -$509 0.03% 151
2025
Q4 		$139K Buy
+18,421
New +$149K 0.03% 121
2025
Q3 		– Sell
-19,973
Closed -$161K – 139
2025
Q2 		$161K Sell
19,973
-1,864
-9% -$15.9K 0.08% 106
2025
Q1 		$198K Sell
21,837
-4,958
-19% -$47.7K 0.06% 119
2024
Q4 		$232K Sell
26,795
-4,715
-15% -$57.1K 0.07% 121
2024
Q3 		$426K Buy
31,510
+1,455
+5% +$22K 0.12% 92
2024
Q2 		$495K Buy
30,055
+990
+3% +$16.8K 0.16% 82
2024
Q1 		$494K Buy
29,065
+5,125
+21% +$94.2K 0.18% 81
2023
Q4 		$412K Buy
23,940
+1,029
+4% +$18K 0.15% 86
2023
Q3 		$453K Sell
22,911
-1,120
-5% -$28.3K 0.2% 81
2023
Q2 		$698K Buy
24,031
+3,664
+18% +$133K 0.31% 60
2023
Q1 		$1.05M Sell
20,367
-518
-2% -$27.4K 0.51% 41
2022
Q4 		$1.06M Sell
20,885
-837
-4% -$43.7K 0.56% 36
2022
Q3 		$1.08M Buy
21,722
+1,119
+5% +$57.7K 0.57% 36
2022
Q2 		$991K Buy
20,603
+4,645
+29% +$241K 0.49% 42
2022
Q1 		$829K Sell
15,958
-305
-2% -$16.3K 0.34% 61
2021
Q4 		$806K Buy
16,263
+2,080
+15% +$111K 0.33% 63
2021
Q3 		$708K Buy
+14,183
New +$783K 0.33% 64

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
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
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return