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Strategic Investment Solutions’s Icahn Enterprises IEP Stock Holding History

Strategic Investment Solutions’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
Q4 		$2.87K Sell
167
-9,304
-98% -$163K ﹤0.01% 923
2023
Q3 		$239K Buy
+9,471
New +$239K ﹤0.01% 483
2023
Q2 		– Sell
-218
Closed -$11.3K – 925
2023
Q1 		$11.3K Buy
+218
New +$11.5K ﹤0.01% 630

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Investment Solutions's IEP Position: Q4 2023 in Review

Strategic Investment Solutions reduced its Icahn Enterprises (IEP) stake by 98% in Q4 2023, selling an estimated $163K and leaving 167 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Strategic Investment Solutions first reported a position in IEP in Q1 2023 and has held it in 3 quarters since. The position peaked at $239K in Q3 2023. 137 funds tracked by Wall St. Rank hold IEP as of Q4 2023.

  • Strategic Investment Solutions held 167 shares of Icahn Enterprises worth $2.87K as of Q4 2023.
  • Strategic Investment Solutions sold 9,304 Icahn Enterprises shares in Q4 2023, an estimated $163K.
  • Icahn Enterprises made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q4 2023, its #923 holding.
  • Strategic Investment Solutions first reported a position in Icahn Enterprises in Q1 2023 and has held it in 3 quarters since.
  • Strategic Investment Solutions's Icahn Enterprises position peaked at $239K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.