Andra AP-fonden’s IDEX IEX Stock Holding History

Andra AP-fonden’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
2025 Q3	–	Sell	-1,500	Closed	-$263K	–	455
2025 Q2	$263K	Buy	+1,500	New	+$266K	﹤0.01%	439
2024 Q4	–	Sell	-300	Closed	-$64.3K	–	428
2024 Q3	$64.3K	Buy	+300	New	+$60.5K	﹤0.01%	416
2023 Q4	–	Sell	-800	Closed	-$166K	–	242
2023 Q3	$166K	Sell	800 -21,300	-96%	-$4.62M	0.01%	252
2023 Q2	$4.76M	Sell	22,100 -7,000	-24%	-$1.47M	0.12%	401
2023 Q1	$6.72M	Sell	29,100 -200	-0.7%	-$45.4K	0.17%	257
2022 Q4	$6.69M	Buy	29,300 +2,400	+9%	+$536K	0.2%	202
2022 Q3	$5.38M	Sell	26,900 -5,300	-16%	-$1.07M	0.18%	260
2022 Q2	$5.85M	Buy	+32,200	New	+$6.07M	0.17%	273
2021 Q4	$5.51M	Buy	23,300 +900	+4%	+$204K	0.11%	394
2021 Q3	$4.64M	Sell	22,400 -4,200	-16%	-$932K	0.1%	446
2021 Q2	$5.85M	Sell	26,600 -1,700	-6%	-$376K	0.12%	400
2021 Q1	$5.92M	Sell	28,300 -500	-2%	-$99.1K	0.13%	382
2020 Q4	$5.74M	Buy	28,800 +14,900	+107%	+$2.83M	0.13%	399
2020 Q3	$2.54M	Sell	13,900 -4,500	-24%	-$779K	0.07%	541
2020 Q2	$2.91M	Sell	18,400 -8,900	-33%	-$1.36M	0.08%	552
2020 Q1	$3.77M	Sell	27,300 -1,200	-4%	-$188K	0.14%	386
2019 Q4	$4.9M	Buy	28,500 +3,100	+12%	+$502K	0.14%	392
2019 Q3	$4.16M	Sell	25,400 -900	-3%	-$149K	0.12%	445
2019 Q2	$4.53M	Buy	26,300 +2,900	+12%	+$455K	0.13%	423
2019 Q1	$3.55M	Buy	+23,400	New	+$3.31M	0.1%	511
2018 Q3	$4.37M	Buy	29,000 +1,900	+7%	+$283K	0.11%	453
2018 Q2	$3.7M	Sell	27,100 -19,600	-42%	-$2.74M	0.1%	510
2018 Q1	$6.66M	Buy	46,700 +14,600	+45%	+$2.04M	0.17%	246
2017 Q4	$4.24M	Buy	32,100 +8,900	+38%	+$1.15M	0.1%	324
2017 Q3	$2.82M	Buy	23,200 +8,900	+62%	+$1.04M	0.07%	458
2017 Q2	$1.62M	Buy	+14,300	New	+$1.5M	0.04%	575

Other funds holding IEX

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Andra AP-fonden's IEX Position: Q3 2025 in Review

Andra AP-fonden sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,500 shares — an estimated $263K sold.

Andra AP-fonden first reported a position in IEX in Q2 2017 and held it in 26 quarters. The position peaked at $6.72M in Q1 2023. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Andra AP-fonden reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Andra AP-fonden sold 1,500 IDEX shares in Q3 2025, an estimated $263K.
Andra AP-fonden first reported a position in IDEX in Q2 2017 and held it in 26 quarters.
Andra AP-fonden's IDEX position peaked at $6.72M in Q1 2023.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Andra AP-fonden's 13F filing for Q3 2025, filed 12 Nov 2025.