Stifel Financial
IPI icon

Stifel Financial’s Intrepid Potash IPI Stock Holding History

Stifel Financial’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
2022
Q4 		– Sell
-6,075
Closed -$240K – 3346
2022
Q3 		$240K Buy
+6,075
New +$264K ﹤0.01% 2854
2019
Q3 		– Sell
-1,660
Closed -$56K – 2909
2019
Q2 		$56K Sell
1,660
-2,563
-61% -$89.4K ﹤0.01% 2855
2019
Q1 		$159K Buy
+4,223
New +$147K ﹤0.01% 2634
2018
Q3 		– Sell
-1,211
Closed -$51K – 2791
2018
Q2 		$51K Buy
+1,211
New +$52.9K ﹤0.01% 2670
2017
Q4 		– Sell
-1,358
Closed -$60K – 2689
2017
Q3 		$60K Hold
1,358
– – ﹤0.01% 2510
2017
Q2 		$31K Buy
+1,358
New +$28.5K ﹤0.01% 2510
2016
Q2 		– Sell
-1,521
Closed -$17K – 2537
2016
Q1 		$17K Sell
1,521
-221,662
-99% -$4M ﹤0.01% 2202
2015
Q4 		$6.58M Buy
223,183
+32,203
+17% +$1.36M 0.03% 458
2015
Q3 		$10.6M Buy
190,980
+57,272
+43% +$4.76M 0.06% 328
2015
Q2 		$16M Buy
133,708
+20,773
+18% +$2.46M 0.08% 267
2015
Q1 		$13M Buy
112,935
+9,203
+9% +$1.21M 0.07% 322
2014
Q4 		$14.4M Buy
103,732
+14,336
+16% +$1.99M 0.08% 309
2014
Q3 		$13.8M Sell
89,396
-6,482
-7% -$999K 0.12% 209
2014
Q2 		$16.1M Sell
95,878
-4,396
-4% -$707K 0.14% 180
2014
Q1 		$15.5M Buy
+100,274
New +$15.3M 0.15% 177

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
IMOV
Investment Management of Virginia Richmond, Virginia $526M AUM 3.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial's IPI Position: Q4 2022 in Review

Stifel Financial sold out of Intrepid Potash (IPI) in Q4 2022, closing a stake of 6,075 shares — an estimated $240K sold.

Stifel Financial first reported a position in IPI in Q1 2014 and held it in 15 quarters. The position peaked at $16.1M in Q2 2014. 126 funds tracked by Wall St. Rank hold IPI as of Q4 2022.

  • Stifel Financial reported no remaining Intrepid Potash position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 6,075 Intrepid Potash shares in Q4 2022, an estimated $240K.
  • Stifel Financial first reported a position in Intrepid Potash in Q1 2014 and held it in 15 quarters.
  • Stifel Financial's Intrepid Potash position peaked at $16.1M in Q2 2014.
  • 126 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.