Aperio Group’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $14.6M | Buy |
73,416
+3,994
| +6% | +$759K | 0.04% | 427 |
|
|
2020
Q3 | $12.7M | Buy |
69,422
+2,906
| +4% | +$503K | 0.04% | 400 |
|
|
2020
Q2 | $10.5M | Buy |
66,516
+11,920
| +22% | +$1.82M | 0.04% | 439 |
|
|
2020
Q1 | $7.54M | Buy |
54,596
+8,604
| +19% | +$1.35M | 0.03% | 507 |
|
|
2019
Q4 | $7.91M | Buy |
45,992
+3
| +0% | +$485 | 0.03% | 576 |
|
|
2019
Q3 | $7.54M | Buy |
45,989
+1,247
| +3% | +$207K | 0.03% | 565 |
|
|
2019
Q2 | $7.7M | Buy |
44,742
+3,590
| +9% | +$564K | 0.03% | 568 |
|
|
2019
Q1 | $6.24M | Buy |
41,152
+898
| +2% | +$127K | 0.03% | 616 |
|
|
2018
Q4 | $5.08M | Buy |
40,254
+3,007
| +8% | +$402K | 0.03% | 635 |
|
|
2018
Q3 | $5.61M | Sell |
37,247
-645
| -2% | -$96.1K | 0.02% | 638 |
|
|
2018
Q2 | $5.17M | Buy |
37,892
+1,481
| +4% | +$207K | 0.02% | 653 |
|
|
2018
Q1 | $5.19M | Buy |
36,411
+1,970
| +6% | +$275K | 0.03% | 637 |
|
|
2017
Q4 | $4.54M | Buy |
34,441
+1,734
| +5% | +$223K | 0.02% | 665 |
|
|
2017
Q3 | $3.97M | Buy |
32,707
+612
| +2% | +$71.5K | 0.02% | 681 |
|
|
2017
Q2 | $3.63M | Buy |
32,095
+3,891
| +14% | +$409K | 0.02% | 698 |
|
|
2017
Q1 | $2.64M | Buy |
28,204
+3,849
| +16% | +$354K | 0.02% | 773 |
|
|
2016
Q4 | $2.19M | Sell |
24,355
-3,165
| -12% | -$286K | 0.02% | 787 |
|
|
2016
Q3 | $2.58M | Buy |
27,520
+2,048
| +8% | +$185K | 0.02% | 755 |
|
|
2016
Q2 | $2.09M | Sell |
25,472
-1,293
| -5% | -$108K | 0.02% | 787 |
|
|
2016
Q1 | $2.22M | Buy |
26,765
+2,134
| +9% | +$160K | 0.02% | 742 |
|
|
2015
Q4 | $1.89M | Buy |
24,631
+2,434
| +11% | +$186K | 0.02% | 775 |
|
|
2015
Q3 | $1.58M | Buy |
22,197
+1,741
| +9% | +$128K | 0.02% | 807 |
|
|
2015
Q2 | $1.61M | Buy |
20,456
+3,189
| +18% | +$247K | 0.02% | 795 |
|
|
2015
Q1 | $1.31M | Buy |
17,267
+1,881
| +12% | +$142K | 0.01% | 846 |
|
|
2014
Q4 | $1.2M | Buy |
15,386
+1,792
| +13% | +$133K | 0.01% | 822 |
|
|
2014
Q3 | $984K | Buy |
13,594
+1,968
| +17% | +$152K | 0.01% | 868 |
|
|
2014
Q2 | $939K | Buy |
11,626
+706
| +6% | +$53.4K | 0.01% | 871 |
|
|
2014
Q1 | $796K | Buy |
+10,920
| New | +$795K | 0.01% | 1112 |
|
|
2013
Q4 | – | Sell |
-6,253
| Closed | -$434K | – | 1099 |
|
|
2013
Q3 | $408K | Buy |
6,253
+1,235
| +25% | +$74.6K | 0.01% | 1241 |
|
|
2013
Q2 | $270K | Buy |
+5,018
| New | +$268K | 0.01% | 1335 |
|
Other funds holding IEX
ACM
Aperio Group's IEX Position: Q4 2020 in Review
Aperio Group increased its IDEX (IEX) stake by 5.8% in Q4 2020, buying an estimated $759K and bringing the position to 73,416 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #427.
Aperio Group first reported a position in IEX in Q2 2013 and has held it in 30 quarters since. 547 funds tracked by Wall St. Rank hold IEX as of Q4 2020.
- Aperio Group held 73,416 shares of IDEX worth $14.6M as of Q4 2020.
- Aperio Group bought 3,994 IDEX shares in Q4 2020, an estimated $759K.
- IDEX made up 0.04% of Aperio Group's portfolio in Q4 2020, its #427 holding.
- Aperio Group first reported a position in IDEX in Q2 2013 and has held it in 30 quarters since.
- 547 funds tracked by Wall St. Rank held IDEX as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.