AJO LP’s IDEX IEX Stock Holding History

AJO LP’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
2019 Q1	–	Sell	-67,114	Closed	-$8.47M	–	693
2018 Q4	$8.47M	Buy	67,114 +34,229	+104%	+$4.58M	0.05%	247
2018 Q3	$4.95M	Sell	32,885 -2,415	-7%	-$360K	0.02%	358
2018 Q2	$4.82M	Buy	+35,300	New	+$4.93M	0.02%	349

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJO LP's IEX Position: Q1 2019 in Review

AJO LP sold out of IDEX (IEX) in Q1 2019, closing a stake of 67,114 shares — an estimated $8.47M sold.

AJO LP first reported a position in IEX in Q2 2018 and held it in 3 quarters. The position peaked at $8.47M in Q4 2018. 426 funds tracked by Wall St. Rank hold IEX as of Q1 2019.

AJO LP reported no remaining IDEX position as of Q1 2019 after selling out during the quarter.
AJO LP sold 67,114 IDEX shares in Q1 2019, an estimated $8.47M.
AJO LP first reported a position in IDEX in Q2 2018 and held it in 3 quarters.
AJO LP's IDEX position peaked at $8.47M in Q4 2018.
426 funds tracked by Wall St. Rank held IDEX as of Q1 2019.

Based on AJO LP's 13F filing for Q1 2019, filed 10 May 2019.