1832 Asset Management
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1832 Asset Management’s IDEX IEX Stock Holding History

1832 Asset Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-132,700
Closed -$24.3M – 725
2020
Q3 		$24.3M Buy
+132,700
New +$23M 0.06% 202
2019
Q3 		– Sell
-67,700
Closed -$11.5M – 711
2019
Q2 		$11.5M Buy
+67,700
New +$10.6M 0.04% 222

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

1832 Asset Management's IEX Position: Q4 2020 in Review

1832 Asset Management sold out of IDEX (IEX) in Q4 2020, closing a stake of 132,700 shares — an estimated $24.3M sold.

1832 Asset Management first reported a position in IEX in Q2 2019 and held it in 2 quarters. The position peaked at $24.3M in Q3 2020. 546 funds tracked by Wall St. Rank hold IEX as of Q4 2020.

  • 1832 Asset Management reported no remaining IDEX position as of Q4 2020 after selling out during the quarter.
  • 1832 Asset Management sold 132,700 IDEX shares in Q4 2020, an estimated $24.3M.
  • 1832 Asset Management first reported a position in IDEX in Q2 2019 and held it in 2 quarters.
  • 1832 Asset Management's IDEX position peaked at $24.3M in Q3 2020.
  • 546 funds tracked by Wall St. Rank held IDEX as of Q4 2020.

Based on 1832 Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.