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Algert Global’s IDEX IEX Stock Holding History

Algert Global’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
2021
Q3 		– Sell
-1,237
Closed -$272K – 1041
2021
Q2 		$272K Sell
1,237
-8,111
-87% -$1.79M 0.09% 305
2021
Q1 		$1.96M Buy
9,348
+3,493
+60% +$693K 0.63% 25
2020
Q4 		$1.17M Buy
+5,855
New +$1.11M 0.33% 111
2013
Q4 		– Sell
-72,124
Closed -$4.71M – 361
2013
Q3 		$4.71M Buy
72,124
+59,084
+453% +$3.57M 1.35% 3
2013
Q2 		$702K Buy
+13,040
New +$695K 0.22% 158

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Algert Global's IEX Position: Q3 2021 in Review

Algert Global sold out of IDEX (IEX) in Q3 2021, closing a stake of 1,237 shares — an estimated $272K sold.

Algert Global first reported a position in IEX in Q2 2013 and held it in 5 quarters. The position peaked at $4.71M in Q3 2013. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Algert Global reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
  • Algert Global sold 1,237 IDEX shares in Q3 2021, an estimated $272K.
  • Algert Global first reported a position in IDEX in Q2 2013 and held it in 5 quarters.
  • Algert Global's IDEX position peaked at $4.71M in Q3 2013.
  • 543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Algert Global's 13F filing for Q3 2021, filed 15 Nov 2021.