Achmea Investment Management’s IDEX IEX Stock Holding History

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

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.