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Samalin Investment Counsel’s Icahn Enterprises IEP Stock Holding History

Samalin Investment Counsel’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
2023
Q3 		– Sell
-7,624
Closed -$221K – 267
2023
Q2 		$221K Buy
7,624
+781
+11% +$28.4K 0.12% 227
2023
Q1 		$354K Sell
6,843
-166
-2% -$8.78K 0.21% 139
2022
Q4 		$355K Sell
7,009
-1,221
-15% -$63.7K 0.22% 135
2022
Q3 		$409K Buy
8,230
+95
+1% +$4.9K 0.3% 103
2022
Q2 		$391K Buy
8,135
+74
+0.9% +$3.84K 0.28% 116
2022
Q1 		$419K Buy
8,061
+311
+4% +$16.7K 0.25% 122
2021
Q4 		$384K Sell
7,750
-2,842
-27% -$151K 0.23% 137
2021
Q3 		$529K Buy
10,592
+501
+5% +$27.7K 0.34% 92
2021
Q2 		$555K Sell
10,091
-743
-7% -$42.3K 0.36% 87
2021
Q1 		$582K Sell
10,834
-730
-6% -$43K 0.39% 80
2020
Q4 		$586K Buy
11,564
+1,159
+11% +$59K 0.44% 61
2020
Q3 		$513K Sell
10,405
-583
-5% -$29.4K 0.46% 61
2020
Q2 		$532K Sell
10,988
-5
-0% -$246 0.56% 46
2020
Q1 		$532K Buy
10,993
+54
+0.5% +$3.27K 0.71% 41
2019
Q4 		$672K Buy
+10,939
New +$708K 0.56% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Samalin Investment Counsel's IEP Position: Q3 2023 in Review

Samalin Investment Counsel sold out of Icahn Enterprises (IEP) in Q3 2023, closing a stake of 7,624 shares — an estimated $221K sold.

Samalin Investment Counsel first reported a position in IEP in Q4 2019 and held it in 15 quarters. The position peaked at $672K in Q4 2019. 137 funds tracked by Wall St. Rank hold IEP as of Q3 2023.

  • Samalin Investment Counsel reported no remaining Icahn Enterprises position as of Q3 2023 after selling out during the quarter.
  • Samalin Investment Counsel sold 7,624 Icahn Enterprises shares in Q3 2023, an estimated $221K.
  • Samalin Investment Counsel first reported a position in Icahn Enterprises in Q4 2019 and held it in 15 quarters.
  • Samalin Investment Counsel's Icahn Enterprises position peaked at $672K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.