Artisan Partners’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-680,819
| Closed | -$150M | – | 329 |
|
|
2021
Q2 | $150M | Sell |
680,819
-24,318
| -3% | -$5.35M | 0.18% | 133 |
|
|
2021
Q1 | $148M | Sell |
705,137
-28,459
| -4% | -$5.96M | 0.19% | 131 |
|
|
2020
Q4 | $146M | Buy |
733,596
+46,655
| +7% | +$9.29M | 0.18% | 134 |
|
|
2020
Q3 | $125M | Buy |
686,941
+126,148
| +22% | +$23M | 0.18% | 130 |
|
|
2020
Q2 | $88.6M | Buy |
+560,793
| New | +$88.6M | 0.14% | 146 |
|
|
2018
Q3 | – | Sell |
-144,717
| Closed | -$19.8M | – | 269 |
|
|
2018
Q2 | $19.8M | Sell |
144,717
-122,339
| -46% | -$16.7M | 0.04% | 216 |
|
|
2018
Q1 | $38.1M | Sell |
267,056
-164,229
| -38% | -$23.4M | 0.08% | 189 |
|
|
2017
Q4 | $56.9M | Sell |
431,285
-15,103
| -3% | -$1.99M | 0.11% | 164 |
|
|
2017
Q3 | $54.2M | Sell |
446,388
-5,743
| -1% | -$698K | 0.1% | 163 |
|
|
2017
Q2 | $51.1M | Sell |
452,131
-16,942
| -4% | -$1.91M | 0.1% | 169 |
|
|
2017
Q1 | $43.9M | Sell |
469,073
-23,266
| -5% | -$2.18M | 0.09% | 178 |
|
|
2016
Q4 | $44.3M | Sell |
492,339
-46,195
| -9% | -$4.16M | 0.09% | 174 |
|
|
2016
Q3 | $50.4M | Sell |
538,534
-8,236
| -2% | -$771K | 0.1% | 171 |
|
|
2016
Q2 | $44.9M | Sell |
546,770
-19,829
| -3% | -$1.63M | 0.1% | 174 |
|
|
2016
Q1 | $47M | Sell |
566,599
-11,294
| -2% | -$936K | 0.1% | 173 |
|
|
2015
Q4 | $44.3M | Sell |
577,893
-16,706
| -3% | -$1.28M | 0.09% | 175 |
|
|
2015
Q3 | $42.4M | Buy |
594,599
+13,987
| +2% | +$997K | 0.09% | 182 |
|
|
2015
Q2 | $45.6M | Sell |
580,612
-85,279
| -13% | -$6.7M | 0.08% | 186 |
|
|
2015
Q1 | $50.5M | Sell |
665,891
-41,587
| -6% | -$3.15M | 0.09% | 178 |
|
|
2014
Q4 | $55.1M | Buy |
707,478
+1,870
| +0.3% | +$146K | 0.1% | 185 |
|
|
2014
Q3 | $51.1M | Sell |
705,608
-34,776
| -5% | -$2.52M | 0.09% | 190 |
|
|
2014
Q2 | $59.8M | Buy |
740,384
+122,800
| +20% | +$9.91M | 0.1% | 187 |
|
|
2014
Q1 | $45M | Sell |
617,584
-2,145
| -0.3% | -$156K | 0.08% | 200 |
|
|
2013
Q4 | $45.8M | Sell |
619,729
-99,602
| -14% | -$7.36M | 0.08% | 206 |
|
|
2013
Q3 | $46.9M | Buy |
719,331
+116,919
| +19% | +$7.63M | 0.09% | 202 |
|
|
2013
Q2 | $32.4M | Buy |
+602,412
| New | +$32.4M | 0.07% | 232 |
|