Wallace Capital Management’s Intrepid Potash IPI Stock Holding History

Wallace Capital 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
2020 Q1	–	Sell	-70,063	Closed	-$1.9M	–	66
2019 Q4	$1.9M	Hold	70,063	–	–	0.26%	37
2019 Q3	$2.29M	Hold	70,063	–	–	0.3%	37
2019 Q2	$2.35M	Hold	70,063	–	–	0.31%	37
2019 Q1	$2.65M	Hold	70,063	–	–	0.37%	35
2018 Q4	$1.82M	Sell	70,063 -1,000	-1%	-$34.3K	0.26%	40
2018 Q3	$2.55M	Buy	71,063 +1,000	+1%	+$36.6K	0.32%	37
2018 Q2	$2.87M	Hold	70,063	–	–	0.38%	38
2018 Q1	$2.55M	Hold	70,063	–	–	0.36%	38
2017 Q4	$3.33M	Hold	70,063	–	–	0.51%	36
2017 Q3	$3.06M	Sell	70,063 -19,535	-22%	-$659K	0.49%	35
2017 Q2	$2.02M	Buy	89,598 +6,265	+8%	+$131K	0.32%	39
2017 Q1	$1.43M	Buy	+83,333	New	+$1.61M	0.25%	44

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wallace Capital Management's IPI Position: Q1 2020 in Review

Wallace Capital Management sold out of Intrepid Potash (IPI) in Q1 2020, closing a stake of 70,063 shares — an estimated $1.9M sold.

Wallace Capital Management first reported a position in IPI in Q1 2017 and held it in 12 quarters. The position peaked at $3.33M in Q4 2017. 103 funds tracked by Wall St. Rank hold IPI as of Q1 2020.

Wallace Capital Management reported no remaining Intrepid Potash position as of Q1 2020 after selling out during the quarter.
Wallace Capital Management sold 70,063 Intrepid Potash shares in Q1 2020, an estimated $1.9M.
Wallace Capital Management first reported a position in Intrepid Potash in Q1 2017 and held it in 12 quarters.
Wallace Capital Management's Intrepid Potash position peaked at $3.33M in Q4 2017.
103 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2020.

Based on Wallace Capital Management's 13F filing for Q1 2020, filed 14 May 2020.