Beck Mack & Oliver’s IDEX IEX Stock Holding History

Beck Mack & Oliver’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	-2,250	Closed	-$549K	–	180
2024 Q1	$549K	Hold	2,250	–	–	0.01%	121
2023 Q4	$488K	Hold	2,250	–	–	0.01%	128
2023 Q3	$468K	Hold	2,250	–	–	0.01%	123
2023 Q2	$484K	Hold	2,250	–	–	0.01%	125
2023 Q1	$520K	Hold	2,250	–	–	0.02%	126
2022 Q4	$514K	Hold	2,250	–	–	0.02%	130
2022 Q3	$450K	Hold	2,250	–	–	0.01%	134
2022 Q2	$409K	Hold	2,250	–	–	0.01%	143
2022 Q1	$431K	Sell	2,250 -29	-1%	-$5.88K	0.01%	145
2021 Q4	$539K	Sell	2,279 -1,000	-30%	-$227K	0.01%	141
2021 Q3	$679K	Sell	3,279 -1,000	-23%	-$222K	0.02%	136
2021 Q2	$942K	Buy	4,279 +29	+0.7%	+$6.41K	0.03%	116
2021 Q1	$890K	Sell	4,250 -1,500	-26%	-$297K	0.03%	114
2020 Q4	$1.15M	Sell	5,750 -337	-6%	-$64.1K	0.04%	104
2020 Q3	$1.11M	Sell	6,087 -1,449	-19%	-$251K	0.04%	102
2020 Q2	$1.19M	Hold	7,536	–	–	0.04%	97
2020 Q1	$1.04M	Hold	7,536	–	–	0.05%	98
2019 Q4	$1.3M	Hold	7,536	–	–	0.04%	102
2019 Q3	$1.24M	Hold	7,536	–	–	0.04%	100
2019 Q2	$1.3M	Hold	7,536	–	–	0.05%	96
2019 Q1	$1.14M	Hold	7,536	–	–	0.04%	106
2018 Q4	$951K	Hold	7,536	–	–	0.04%	113
2018 Q3	$1.14M	Hold	7,536	–	–	0.04%	117
2018 Q2	$1.03M	Hold	7,536	–	–	0.03%	120
2018 Q1	$1.07M	Hold	7,536	–	–	0.04%	112
2017 Q4	$995K	Hold	7,536	–	–	0.03%	120
2017 Q3	$915K	Hold	7,536	–	–	0.03%	127
2017 Q2	$852K	Hold	7,536	–	–	0.03%	125
2017 Q1	$705K	Hold	7,536	–	–	0.02%	133
2016 Q4	$679K	Hold	7,536	–	–	0.02%	136
2016 Q3	$705K	Sell	7,536 -337	-4%	-$30.4K	0.03%	140
2016 Q2	$646K	Hold	7,873	–	–	0.02%	175
2016 Q1	$653K	Hold	7,873	–	–	0.02%	174
2015 Q4	$603K	Hold	7,873	–	–	0.02%	183
2015 Q3	$561K	Hold	7,873	–	–	0.02%	209
2015 Q2	$619K	Hold	7,873	–	–	0.02%	215
2015 Q1	$597K	Hold	7,873	–	–	0.01%	222
2014 Q4	$613K	Hold	7,873	–	–	0.01%	217
2014 Q3	$570K	Hold	7,873	–	–	0.01%	227
2014 Q2	$636K	Hold	7,873	–	–	0.01%	223
2014 Q1	$574K	Hold	7,873	–	–	0.01%	223
2013 Q4	$581K	Hold	7,873	–	–	0.01%	228
2013 Q3	$514K	Hold	7,873	–	–	0.01%	226
2013 Q2	$424K	Buy	+7,873	New	+$420K	0.01%	243

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beck Mack & Oliver's IEX Position: Q2 2024 in Review

Beck Mack & Oliver sold out of IDEX (IEX) in Q2 2024, closing a stake of 2,250 shares — an estimated $549K sold.

Beck Mack & Oliver first reported a position in IEX in Q2 2013 and held it in 44 quarters. The position peaked at $1.3M in Q2 2019. 631 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

Beck Mack & Oliver reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
Beck Mack & Oliver sold 2,250 IDEX shares in Q2 2024, an estimated $549K.
Beck Mack & Oliver first reported a position in IDEX in Q2 2013 and held it in 44 quarters.
Beck Mack & Oliver's IDEX position peaked at $1.3M in Q2 2019.
631 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Beck Mack & Oliver's 13F filing for Q2 2024, filed 14 Aug 2024.