Zurich Cantonal Bank’s Intrepid Potash IPI Stock Holding History

Zurich Cantonal Bank’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
2023 Q4	–	Sell	-1,338	Closed	-$33.7K	–	2759
2023 Q3	$33.7K	Hold	1,338	–	–	﹤0.01%	2662
2023 Q2	$30.4K	Hold	1,338	–	–	﹤0.01%	2689
2023 Q1	$36.9K	Sell	1,338 -1,353	-50%	-$41.2K	﹤0.01%	2663
2022 Q4	$77.7K	Buy	2,691 +399	+17%	+$14.8K	﹤0.01%	2421
2022 Q3	$91K	Buy	+2,292	New	+$99.4K	﹤0.01%	2297
2020 Q2	–	Sell	-798	Closed	-$6K	–	2565
2020 Q1	$6K	Hold	798	–	–	﹤0.01%	2541
2019 Q4	$22K	Hold	798	–	–	﹤0.01%	2481
2019 Q3	$26K	Sell	798 -4,723	-86%	-$158K	﹤0.01%	2364
2019 Q2	$186K	Hold	5,521	–	–	﹤0.01%	1271
2019 Q1	$209K	Buy	5,521 +5,000	+960%	+$174K	﹤0.01%	1176
2018 Q4	$14K	Buy	+521	New	+$17.9K	﹤0.01%	2513
2016 Q2	–	Sell	-76	Closed	-$1K	–	2559
2016 Q1	$1K	Hold	76	–	–	﹤0.01%	2558
2015 Q4	$2K	Hold	76	–	–	﹤0.01%	2559
2015 Q3	$4K	Buy	+76	New	+$6.32K	﹤0.01%	2416

Other funds holding IPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Zurich Cantonal Bank's IPI Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of Intrepid Potash (IPI) in Q4 2023, closing a stake of 1,338 shares — an estimated $33.7K sold.

Zurich Cantonal Bank first reported a position in IPI in Q3 2015 and held it in 14 quarters. The position peaked at $209K in Q1 2019. 92 funds tracked by Wall St. Rank hold IPI as of Q4 2023.

Zurich Cantonal Bank reported no remaining Intrepid Potash position as of Q4 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 1,338 Intrepid Potash shares in Q4 2023, an estimated $33.7K.
Zurich Cantonal Bank first reported a position in Intrepid Potash in Q3 2015 and held it in 14 quarters.
Zurich Cantonal Bank's Intrepid Potash position peaked at $209K in Q1 2019.
92 funds tracked by Wall St. Rank held Intrepid Potash as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.