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Boulder Hill Capital Management’s IDEX IEX Stock Holding History

Boulder Hill Capital 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
2023
Q3 		– Sell
-1,200
Closed -$258K – 118
2023
Q2 		$258K Buy
+1,200
New +$252K 0.5% 63

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Vanguard Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Boulder Hill Capital Management's IEX Position: Q3 2023 in Review

Boulder Hill Capital Management sold out of IDEX (IEX) in Q3 2023, closing a stake of 1,200 shares — an estimated $258K sold.

Boulder Hill Capital Management first reported a position in IEX in Q2 2023 and held it in 1 quarter. The position peaked at $258K in Q2 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Boulder Hill Capital Management reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Boulder Hill Capital Management sold 1,200 IDEX shares in Q3 2023, an estimated $258K.
  • Boulder Hill Capital Management first reported a position in IDEX in Q2 2023 and held it in 1 quarter.
  • Boulder Hill Capital Management's IDEX position peaked at $258K in Q2 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Boulder Hill Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.