Amica Retiree Medical Trust’s IDEX IEX Stock Holding History

Amica Retiree Medical Trust’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	-1,789	Closed	-$358K	–	99
2022 Q3	$358K	Sell	1,789 -798	-31%	-$161K	0.45%	79
2022 Q2	$470K	Buy	2,587 +807	+45%	+$152K	0.53%	68
2022 Q1	$341K	Sell	1,780 -1,060	-37%	-$215K	0.32%	91
2021 Q4	$671K	Hold	2,840	–	–	0.57%	59
2021 Q3	$588K	Hold	2,840	–	–	0.53%	70
2021 Q2	$625K	Sell	2,840 -823	-22%	-$182K	0.4%	85
2021 Q1	$767K	Buy	3,663 +579	+19%	+$115K	0.52%	68
2020 Q4	$614K	Hold	3,084	–	–	0.43%	84
2020 Q3	$563K	Hold	3,084	–	–	0.44%	80
2020 Q2	$487K	Hold	3,084	–	–	0.38%	83
2020 Q1	$426K	Buy	3,084 +2,093	+211%	+$328K	0.38%	78
2019 Q4	$170K	Hold	991	–	–	0.13%	222
2019 Q3	$162K	Buy	+991	New	+$164K	0.13%	226

Other funds holding IEX

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Amica Retiree Medical Trust's IEX Position: Q4 2022 in Review

Amica Retiree Medical Trust sold out of IDEX (IEX) in Q4 2022, closing a stake of 1,789 shares — an estimated $358K sold.

Amica Retiree Medical Trust first reported a position in IEX in Q3 2019 and held it in 13 quarters. The position peaked at $767K in Q1 2021. 614 funds tracked by Wall St. Rank hold IEX as of Q4 2022.

Amica Retiree Medical Trust reported no remaining IDEX position as of Q4 2022 after selling out during the quarter.
Amica Retiree Medical Trust sold 1,789 IDEX shares in Q4 2022, an estimated $358K.
Amica Retiree Medical Trust first reported a position in IDEX in Q3 2019 and held it in 13 quarters.
Amica Retiree Medical Trust's IDEX position peaked at $767K in Q1 2021.
614 funds tracked by Wall St. Rank held IDEX as of Q4 2022.

Based on Amica Retiree Medical Trust's 13F filing for Q4 2022, filed 8 Feb 2023.