Amica Mutual Insurance’s IDEX IEX Stock Holding History

Amica Mutual Insurance’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
2022 Q4	–	Sell	-14,902	Closed	-$2.98M	–	98
2022 Q3	$2.98M	Sell	14,902 -6,714	-31%	-$1.36M	0.42%	79
2022 Q2	$3.93M	Buy	21,616 +6,805	+46%	+$1.28M	0.5%	67
2022 Q1	$2.84M	Sell	14,811 -7,237	-33%	-$1.47M	0.33%	91
2021 Q4	$5.21M	Hold	22,048	–	–	0.44%	70
2021 Q3	$4.56M	Buy	22,048 +5,296	+32%	+$1.18M	0.48%	74
2021 Q2	$3.69M	Sell	16,752 -5,000	-23%	-$1.1M	0.39%	85
2021 Q1	$4.55M	Buy	21,752 +2,048	+10%	+$406K	0.52%	63
2020 Q4	$3.92M	Hold	19,704	–	–	0.43%	85
2020 Q3	$3.59M	Hold	19,704	–	–	0.43%	82
2020 Q2	$3.11M	Hold	19,704	–	–	0.38%	81
2020 Q1	$2.72M	Buy	19,704 +13,442	+215%	+$2.11M	0.38%	76
2019 Q4	$1.08M	Hold	6,262	–	–	0.14%	211
2019 Q3	$1.03M	Buy	+6,262	New	+$1.04M	0.13%	225

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Amica Mutual Insurance's IEX Position: Q4 2022 in Review

Amica Mutual Insurance sold out of IDEX (IEX) in Q4 2022, closing a stake of 14,902 shares — an estimated $2.98M sold.

Amica Mutual Insurance first reported a position in IEX in Q3 2019 and held it in 13 quarters. The position peaked at $5.21M in Q4 2021. 615 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Amica Mutual Insurance reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Amica Mutual Insurance sold 14,902 IDEX shares in Q4 2022, an estimated $2.98M.
Amica Mutual Insurance first reported a position in IDEX in Q3 2019 and held it in 13 quarters.
Amica Mutual Insurance's IDEX position peaked at $5.21M in Q4 2021.
615 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Amica Mutual Insurance's 13F filing for Q4 2022, filed 8 Feb 2023.