Athanor Capital’s IDEX IEX Stock Holding History

Athanor Capital’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 Q1	–	Sell	-1,927	Closed	-$384K	–	927
2020 Q4	$384K	Sell	1,927 -6,432	-77%	-$1.22M	0.01%	525
2020 Q3	$1.52M	Buy	8,359 +5,714	+216%	+$990K	0.06%	173
2020 Q2	$418K	Buy	+2,645	New	+$404K	0.02%	338

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

ACM

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

Athanor Capital's IEX Position: Q1 2021 in Review

Athanor Capital sold out of IDEX (IEX) in Q1 2021, closing a stake of 1,927 shares — an estimated $384K sold.

Athanor Capital first reported a position in IEX in Q2 2020 and held it in 3 quarters. The position peaked at $1.52M in Q3 2020. 535 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

Athanor Capital reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
Athanor Capital sold 1,927 IDEX shares in Q1 2021, an estimated $384K.
Athanor Capital first reported a position in IDEX in Q2 2020 and held it in 3 quarters.
Athanor Capital's IDEX position peaked at $1.52M in Q3 2020.
535 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.