AIM
IEX icon

Achmea Investment Management’s IDEX IEX Stock Holding History

Achmea Investment 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
2023
Q4 		– Sell
-2,152
Closed -$448K – 489
2023
Q3 		$448K Sell
2,152
-236
-10% -$51.2K 0.01% 449
2023
Q2 		$514K Hold
2,388
– – 0.01% 488
2023
Q1 		$552K Hold
2,388
– – 0.02% 449
2022
Q4 		$511K Buy
2,388
+2,152
+912% +$481K 0.02% 486
2022
Q3 		$47K Hold
236
– – ﹤0.01% 567
2022
Q2 		$43K Hold
236
– – ﹤0.01% 555
2022
Q1 		$46K Hold
236
– – ﹤0.01% 568
2021
Q4 		$56K Hold
236
– – ﹤0.01% 311
2021
Q3 		$49K Buy
+236
New +$52.4K ﹤0.01% 536
2020
Q2 		– Sell
-7,681
Closed -$1.06M – 312
2020
Q1 		$1.06M Buy
7,681
+4,032
+110% +$633K 0.05% 180
2019
Q4 		$628K Sell
3,649
-17,668
-83% -$2.86M 0.02% 423
2019
Q3 		$3.49M Hold
21,317
– – 0.14% 186
2019
Q2 		$3.67M Sell
21,317
-202
-0.9% -$31.7K 0.14% 177
2019
Q1 		$3.27M Sell
21,519
-1,339
-6% -$189K 0.14% 167
2018
Q4 		$2.89M Buy
22,858
+5,022
+28% +$672K 0.13% 171
2018
Q3 		$2.68M Sell
17,836
-3,832
-18% -$571K 0.1% 234
2018
Q2 		$2.96M Buy
21,668
+5,760
+36% +$805K 0.1% 230
2018
Q1 		$2.27M Buy
+15,908
New +$2.22M 0.08% 271

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Achmea Investment Management's IEX Position: Q4 2023 in Review

Achmea Investment Management sold out of IDEX (IEX) in Q4 2023, closing a stake of 2,152 shares — an estimated $448K sold.

Achmea Investment Management first reported a position in IEX in Q1 2018 and held it in 18 quarters. The position peaked at $3.67M in Q2 2019. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Achmea Investment Management reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Achmea Investment Management sold 2,152 IDEX shares in Q4 2023, an estimated $448K.
  • Achmea Investment Management first reported a position in IDEX in Q1 2018 and held it in 18 quarters.
  • Achmea Investment Management's IDEX position peaked at $3.67M in Q2 2019.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Achmea Investment Management's 13F filing for Q4 2023, filed 12 Feb 2024.