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Ulrich Consultants & Investment Group’s Icahn Enterprises IEP Stock Holding History

Ulrich Consultants & Investment Group’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
2022
Q4 		– Sell
-144,104
Closed -$7.16M – 35
2022
Q3 		$7.16M Buy
144,104
+3,372
+2% +$174K 5.52% 5
2022
Q2 		$6.77M Buy
+140,732
New +$7.31M 3.71% 7

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
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ulrich Consultants & Investment Group's IEP Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Icahn Enterprises (IEP) in Q4 2022, closing a stake of 144,104 shares — an estimated $7.16M sold.

Ulrich Consultants & Investment Group first reported a position in IEP in Q2 2022 and held it in 2 quarters. The position peaked at $7.16M in Q3 2022. 166 funds tracked by Wall St. Rank hold IEP as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Icahn Enterprises position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 144,104 Icahn Enterprises shares in Q4 2022, an estimated $7.16M.
  • Ulrich Consultants & Investment Group first reported a position in Icahn Enterprises in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Icahn Enterprises position peaked at $7.16M in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.