Arden Trust’s IDEX IEX Stock Holding History

Arden 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
2020 Q2	–	Sell	-50	Closed	-$7K	–	528
2020 Q1	$7K	Buy	+50	New	+$7.84K	﹤0.01%	618
2016 Q1	–	Sell	-8,224	Closed	-$631K	–	641
2015 Q4	$631K	Buy	+8,224	New	+$630K	0.05%	333

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arden Trust's IEX Position: Q2 2020 in Review

Arden Trust sold out of IDEX (IEX) in Q2 2020, closing a stake of 50 shares — an estimated $7K sold.

Arden Trust first reported a position in IEX in Q4 2015 and held it in 2 quarters. The position peaked at $631K in Q4 2015. 498 funds tracked by Wall St. Rank hold IEX as of Q2 2020.

Arden Trust reported no remaining IDEX position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 50 IDEX shares in Q2 2020, an estimated $7K.
Arden Trust first reported a position in IDEX in Q4 2015 and held it in 2 quarters.
Arden Trust's IDEX position peaked at $631K in Q4 2015.
498 funds tracked by Wall St. Rank held IDEX as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.