Artisan Partners’s IDEX IEX Stock Holding History

Artisan Partners’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
2021 Q3	–	Sell	-680,819	Closed	-$150M	–	332
2021 Q2	$150M	Sell	680,819 -24,318	-3%	-$5.37M	0.18%	134
2021 Q1	$148M	Sell	705,137 -28,459	-4%	-$5.64M	0.19%	136
2020 Q4	$146M	Buy	733,596 +46,655	+7%	+$8.87M	0.18%	140
2020 Q3	$125M	Buy	686,941 +126,148	+22%	+$21.8M	0.18%	131
2020 Q2	$88.6M	Buy	+560,793	New	+$85.7M	0.14%	149
2018 Q3	–	Sell	-144,717	Closed	-$19.8M	–	285
2018 Q2	$19.8M	Sell	144,717 -122,339	-46%	-$17.1M	0.04%	217
2018 Q1	$38.1M	Sell	267,056 -164,229	-38%	-$22.9M	0.08%	189
2017 Q4	$56.9M	Sell	431,285 -15,103	-3%	-$1.94M	0.11%	164
2017 Q3	$54.2M	Sell	446,388 -5,743	-1%	-$671K	0.1%	163
2017 Q2	$51.1M	Sell	452,131 -16,942	-4%	-$1.78M	0.1%	169
2017 Q1	$43.9M	Sell	469,073 -23,266	-5%	-$2.14M	0.09%	178
2016 Q4	$44.3M	Sell	492,339 -46,195	-9%	-$4.18M	0.09%	174
2016 Q3	$50.4M	Sell	538,534 -8,236	-2%	-$744K	0.1%	171
2016 Q2	$44.9M	Sell	546,770 -19,829	-3%	-$1.65M	0.1%	174
2016 Q1	$47M	Sell	566,599 -11,294	-2%	-$847K	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%	+$1.03M	0.09%	182
2015 Q2	$45.6M	Sell	580,612 -85,279	-13%	-$6.6M	0.08%	186
2015 Q1	$50.5M	Sell	665,891 -41,587	-6%	-$3.13M	0.09%	178
2014 Q4	$55.1M	Buy	707,478 +1,870	+0.3%	+$139K	0.1%	185
2014 Q3	$51.1M	Sell	705,608 -34,776	-5%	-$2.68M	0.09%	190
2014 Q2	$59.8M	Buy	740,384 +122,800	+20%	+$9.29M	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%	-$6.92M	0.08%	206
2013 Q3	$46.9M	Buy	719,331 +116,919	+19%	+$7.07M	0.09%	202
2013 Q2	$32.4M	Buy	+602,412	New	+$32.1M	0.07%	232

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners's IEX Position: Q3 2021 in Review

Artisan Partners sold out of IDEX (IEX) in Q3 2021, closing a stake of 680,819 shares — an estimated $150M sold.

Artisan Partners first reported a position in IEX in Q2 2013 and held it in 26 quarters. The position peaked at $150M in Q2 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

Artisan Partners reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
Artisan Partners sold 680,819 IDEX shares in Q3 2021, an estimated $150M.
Artisan Partners first reported a position in IDEX in Q2 2013 and held it in 26 quarters.
Artisan Partners's IDEX position peaked at $150M in Q2 2021.
543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Artisan Partners's 13F filing for Q3 2021, filed 12 Nov 2021.