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Stephens Inc’s Intrepid Potash IPI Stock Holding History

Stephens Inc’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
2021
Q1 		– Sell
-113,551
Closed -$2.74M – 1328
2020
Q4 		$2.74M Sell
113,551
-56,865
-33% -$708K 0.05% 362
2020
Q3 		$1.44M Buy
+170,416
New +$1.62M 0.03% 454

Other funds holding IPI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Stephens Inc's IPI Position: Q1 2021 in Review

Stephens Inc sold out of Intrepid Potash (IPI) in Q1 2021, closing a stake of 113,551 shares — an estimated $2.74M sold.

Stephens Inc first reported a position in IPI in Q3 2020 and held it in 2 quarters. The position peaked at $2.74M in Q4 2020. 80 funds tracked by Wall St. Rank hold IPI as of Q1 2021.

  • Stephens Inc reported no remaining Intrepid Potash position as of Q1 2021 after selling out during the quarter.
  • Stephens Inc sold 113,551 Intrepid Potash shares in Q1 2021, an estimated $2.74M.
  • Stephens Inc first reported a position in Intrepid Potash in Q3 2020 and held it in 2 quarters.
  • Stephens Inc's Intrepid Potash position peaked at $2.74M in Q4 2020.
  • 80 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2021.

Based on Stephens Inc's 13F filing for Q1 2021, filed 14 May 2021.