Welch Group’s Icahn Enterprises IEP Stock Holding History

Welch 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
2023 Q2	–	Sell	-4,071	Closed	-$211K	–	218
2023 Q1	$211K	Hold	4,071	–	–	0.01%	196
2022 Q4	$206K	Hold	4,071	–	–	0.01%	201
2022 Q3	$202K	Buy	+4,071	New	+$210K	0.01%	169
2022 Q2	–	Sell	-4,071	Closed	-$211K	–	210
2022 Q1	$211K	Hold	4,071	–	–	0.01%	202
2021 Q4	$202K	Hold	4,071	–	–	0.01%	207
2021 Q3	$203K	Hold	4,071	–	–	0.01%	182
2021 Q2	$224K	Hold	4,071	–	–	0.02%	172
2021 Q1	$219K	Hold	4,071	–	–	0.02%	173
2020 Q4	$206K	Buy	+4,071	New	+$207K	0.02%	140

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return

Welch Group's IEP Position: Q2 2023 in Review

Welch Group sold out of Icahn Enterprises (IEP) in Q2 2023, closing a stake of 4,071 shares — an estimated $211K sold.

Welch Group first reported a position in IEP in Q4 2020 and held it in 9 quarters. The position peaked at $224K in Q2 2021. 145 funds tracked by Wall St. Rank hold IEP as of Q2 2023.

Welch Group reported no remaining Icahn Enterprises position as of Q2 2023 after selling out during the quarter.
Welch Group sold 4,071 Icahn Enterprises shares in Q2 2023, an estimated $211K.
Welch Group first reported a position in Icahn Enterprises in Q4 2020 and held it in 9 quarters.
Welch Group's Icahn Enterprises position peaked at $224K in Q2 2021.
145 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2023.

Based on Welch Group's 13F filing for Q2 2023, filed 18 Jul 2023.