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Systematic Financial Management’s Intrepid Potash IPI Stock Holding History

Systematic Financial Management’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
2019
Q3 		– Sell
-2,789
Closed -$94K – 593
2019
Q2 		$94K Sell
2,789
-3,067
-52% -$107K ﹤0.01% 599
2019
Q1 		$222K Buy
+5,856
New +$204K 0.01% 613

Other funds holding IPI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Systematic Financial Management's IPI Position: Q3 2019 in Review

Systematic Financial Management sold out of Intrepid Potash (IPI) in Q3 2019, closing a stake of 2,789 shares — an estimated $94K sold.

Systematic Financial Management first reported a position in IPI in Q1 2019 and held it in 2 quarters. The position peaked at $222K in Q1 2019. 122 funds tracked by Wall St. Rank hold IPI as of Q3 2019.

  • Systematic Financial Management reported no remaining Intrepid Potash position as of Q3 2019 after selling out during the quarter.
  • Systematic Financial Management sold 2,789 Intrepid Potash shares in Q3 2019, an estimated $94K.
  • Systematic Financial Management first reported a position in Intrepid Potash in Q1 2019 and held it in 2 quarters.
  • Systematic Financial Management's Intrepid Potash position peaked at $222K in Q1 2019.
  • 122 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2019.

Based on Systematic Financial Management's 13F filing for Q3 2019, filed 6 Nov 2019.