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United Capital Financial Advisors’s Icahn Enterprises IEP Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-5,364
Closed -$258K – 1115
2022
Q2 		$258K Sell
5,364
-67
-1% -$3.48K ﹤0.01% 984
2022
Q1 		$282K Buy
5,431
+67
+1% +$3.59K ﹤0.01% 1004
2021
Q4 		$266K Buy
+5,364
New +$286K ﹤0.01% 1064
2021
Q2 		– Sell
-7,364
Closed -$396K – 1238
2021
Q1 		$396K Sell
7,364
-1,000
-12% -$58.9K ﹤0.01% 917
2020
Q4 		$424K Hold
8,364
– – ﹤0.01% 891
2020
Q3 		$413K Sell
8,364
-1,592
-16% -$80.4K ﹤0.01% 878
2020
Q2 		$483K Buy
9,956
+3,144
+46% +$154K ﹤0.01% 877
2020
Q1 		$330K Sell
6,812
-10,597
-61% -$641K ﹤0.01% 952
2019
Q4 		$1.07M Sell
17,409
-504
-3% -$32.6K 0.01% 752
2019
Q3 		$1.15M Buy
17,913
+1,892
+12% +$134K 0.01% 705
2019
Q2 		$1.16M Buy
16,021
+377
+2% +$27.3K 0.01% 766
2019
Q1 		$1.13M Buy
15,644
+106
+0.7% +$7.4K 0.01% 742
2018
Q4 		$887K Buy
15,538
+1,846
+13% +$122K 0.01% 745
2018
Q3 		$968K Buy
13,692
+5,312
+63% +$394K 0.01% 792
2018
Q2 		$595K Sell
8,380
-55
-0.7% -$3.7K ﹤0.01% 902
2018
Q1 		$481K Buy
8,435
+682
+9% +$38.9K ﹤0.01% 971
2017
Q4 		$411K Buy
+7,753
New +$421K ﹤0.01% 1017

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 $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UCIG
Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

United Capital Financial Advisors's IEP Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Icahn Enterprises (IEP) in Q3 2022, closing a stake of 5,364 shares — an estimated $258K sold.

United Capital Financial Advisors first reported a position in IEP in Q4 2017 and held it in 17 quarters. The position peaked at $1.16M in Q2 2019. 148 funds tracked by Wall St. Rank hold IEP as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Icahn Enterprises position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,364 Icahn Enterprises shares in Q3 2022, an estimated $258K.
  • United Capital Financial Advisors first reported a position in Icahn Enterprises in Q4 2017 and held it in 17 quarters.
  • United Capital Financial Advisors's Icahn Enterprises position peaked at $1.16M in Q2 2019.
  • 148 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.