Aristotle Capital Boston’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
14,328
-2,087
| -13% | -$366K | 0.13% | 110 |
|
|
2025
Q1 | $2.97M | Sell |
16,415
-8,290
| -34% | -$1.5M | 0.15% | 109 |
|
|
2024
Q4 | $5.17M | Sell |
24,705
-1,875
| -7% | -$392K | 0.19% | 108 |
|
|
2024
Q3 | $5.7M | Sell |
26,580
-7,440
| -22% | -$1.6M | 0.19% | 110 |
|
|
2024
Q2 | $6.84M | Sell |
34,020
-8,662
| -20% | -$1.74M | 0.23% | 108 |
|
|
2024
Q1 | $10.4M | Sell |
42,682
-3,192
| -7% | -$779K | 0.32% | 103 |
|
|
2023
Q4 | $9.96M | Sell |
45,874
-5,573
| -11% | -$1.21M | 0.3% | 107 |
|
|
2023
Q3 | $10.7M | Sell |
51,447
-969
| -2% | -$202K | 0.35% | 102 |
|
|
2023
Q2 | $11.3M | Buy |
52,416
+2,290
| +5% | +$493K | 0.34% | 101 |
|
|
2023
Q1 | $11.6M | Sell |
50,126
-12,089
| -19% | -$2.79M | 0.36% | 100 |
|
|
2022
Q4 | $14.2M | Sell |
62,215
-2,486
| -4% | -$568K | 0.45% | 88 |
|
|
2022
Q3 | $12.9M | Sell |
64,701
-12,198
| -16% | -$2.44M | 0.44% | 96 |
|
|
2022
Q2 | $14M | Sell |
76,899
-4,913
| -6% | -$892K | 0.42% | 108 |
|
|
2022
Q1 | $15.7M | Sell |
81,812
-142
| -0.2% | -$27.2K | 0.4% | 107 |
|
|
2021
Q4 | $19.4M | Sell |
81,954
-4,663
| -5% | -$1.1M | 0.45% | 93 |
|
|
2021
Q3 | $17.9M | Buy |
86,617
+328
| +0.4% | +$67.9K | 0.42% | 100 |
|
|
2021
Q2 | $19M | Sell |
86,289
-2,178
| -2% | -$479K | 0.43% | 95 |
|
|
2021
Q1 | $18.5M | Sell |
88,467
-11,961
| -12% | -$2.5M | 0.41% | 100 |
|
|
2020
Q4 | $20M | Sell |
100,428
-7,306
| -7% | -$1.46M | 0.47% | 94 |
|
|
2020
Q3 | $19.7M | Sell |
107,734
-11,691
| -10% | -$2.13M | 0.57% | 71 |
|
|
2020
Q2 | $18.9M | Buy |
119,425
+12,133
| +11% | +$1.92M | 0.57% | 69 |
|
|
2020
Q1 | $14.8M | Sell |
107,292
-11,439
| -10% | -$1.58M | 0.63% | 62 |
|
|
2019
Q4 | $20.4M | Sell |
118,731
-4,586
| -4% | -$789K | 0.56% | 80 |
|
|
2019
Q3 | $20.2M | Buy |
123,317
+4,368
| +4% | +$716K | 0.59% | 73 |
|
|
2019
Q2 | $20.5M | Buy |
118,949
+4,408
| +4% | +$759K | 0.64% | 68 |
|
|
2019
Q1 | $17.4M | Buy |
114,541
+82,928
| +262% | +$12.6M | 0.58% | 76 |
|
|
2018
Q4 | $3.99M | Buy |
31,613
+6,911
| +28% | +$872K | 0.33% | 98 |
|
|
2018
Q3 | $3.72M | Buy |
24,702
+2,341
| +10% | +$353K | 0.27% | 99 |
|
|
2018
Q2 | $3.05M | Sell |
22,361
-84,804
| -79% | -$11.6M | 0.24% | 102 |
|
|
2018
Q1 | $15.3M | Buy |
107,165
+43,589
| +69% | +$6.21M | 0.72% | 57 |
|
|
2017
Q4 | $8.39M | Buy |
63,576
+23,713
| +59% | +$3.13M | 0.61% | 76 |
|
|
2017
Q3 | $4.84M | Buy |
39,863
+16,181
| +68% | +$1.97M | 0.43% | 94 |
|
|
2017
Q2 | $2.68M | Buy |
23,682
+14,043
| +146% | +$1.59M | 0.3% | 98 |
|
|
2017
Q1 | $901K | Buy |
9,639
+904
| +10% | +$84.5K | 0.12% | 112 |
|
|
2016
Q4 | $787K | Buy |
+8,735
| New | +$787K | 0.11% | 113 |
|
|
2016
Q2 | – | Sell |
-129
| Closed | -$11K | – | 109 |
|
|
2016
Q1 | $11K | Buy |
+129
| New | +$11K | ﹤0.01% | 106 |
|