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Artemis Investment Management’s IDEX IEX Stock Holding History

Artemis Investment Management’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
2024
Q2 		– Sell
-2,277
Closed -$555K – 223
2024
Q1 		$555K Sell
2,277
-3,026
-57% -$683K 0.01% 197
2023
Q4 		$1.15M Sell
5,303
-1,039
-16% -$210K 0.02% 178
2023
Q3 		$1.32M Buy
+6,342
New +$1.38M 0.02% 181

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artemis Investment Management's IEX Position: Q2 2024 in Review

Artemis Investment Management sold out of IDEX (IEX) in Q2 2024, closing a stake of 2,277 shares — an estimated $555K sold.

Artemis Investment Management first reported a position in IEX in Q3 2023 and held it in 3 quarters. The position peaked at $1.32M in Q3 2023. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Artemis Investment Management reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Artemis Investment Management sold 2,277 IDEX shares in Q2 2024, an estimated $555K.
  • Artemis Investment Management first reported a position in IDEX in Q3 2023 and held it in 3 quarters.
  • Artemis Investment Management's IDEX position peaked at $1.32M in Q3 2023.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Artemis Investment Management's 13F filing for Q2 2024, filed 15 Jul 2024.