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Whittier Trust’s Icahn Enterprises IEP Stock Holding History

Whittier Trust’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
2020
Q3 		– Sell
-377
Closed -$18K – 1461
2020
Q2 		$18K Buy
+377
New +$18.5K ﹤0.01% 981
2017
Q1 		– Sell
-968
Closed -$58K – 1362
2016
Q4 		$58K Hold
968
– – ﹤0.01% 686
2016
Q3 		$49K Hold
968
– – ﹤0.01% 702
2016
Q2 		$52K Hold
968
– – ﹤0.01% 707
2016
Q1 		$61K Hold
968
– – ﹤0.01% 685
2015
Q4 		$59K Buy
+968
New +$70.2K ﹤0.01% 694

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.12B AUM 32.75% 1-Year Est. Return

Whittier Trust's IEP Position: Q3 2020 in Review

Whittier Trust sold out of Icahn Enterprises (IEP) in Q3 2020, closing a stake of 377 shares — an estimated $18K sold.

Whittier Trust first reported a position in IEP in Q4 2015 and held it in 6 quarters. The position peaked at $61K in Q1 2016. 97 funds tracked by Wall St. Rank hold IEP as of Q3 2020.

  • Whittier Trust reported no remaining Icahn Enterprises position as of Q3 2020 after selling out during the quarter.
  • Whittier Trust sold 377 Icahn Enterprises shares in Q3 2020, an estimated $18K.
  • Whittier Trust first reported a position in Icahn Enterprises in Q4 2015 and held it in 6 quarters.
  • Whittier Trust's Icahn Enterprises position peaked at $61K in Q1 2016.
  • 97 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2020.

Based on Whittier Trust's 13F filing for Q3 2020, filed 30 Oct 2020.