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Burney Company’s IDEX IEX Stock Holding History

Burney Company’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
Q3 		– Sell
-2,290
Closed -$461K – 610
2024
Q2 		$461K Hold
2,290
– – 0.02% 436
2024
Q1 		$559K Sell
2,290
-10
-0.4% -$2.26K 0.02% 415
2023
Q4 		$499K Hold
2,300
– – 0.02% 416
2023
Q3 		$478K Sell
2,300
-85
-4% -$18.4K 0.02% 406
2023
Q2 		$513K Sell
2,385
-35
-1% -$7.36K 0.02% 407
2023
Q1 		$559K Buy
+2,420
New +$549K 0.03% 386

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burney Company's IEX Position: Q3 2024 in Review

Burney Company sold out of IDEX (IEX) in Q3 2024, closing a stake of 2,290 shares — an estimated $461K sold.

Burney Company first reported a position in IEX in Q1 2023 and held it in 6 quarters. The position peaked at $559K in Q1 2023. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Burney Company reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Burney Company sold 2,290 IDEX shares in Q3 2024, an estimated $461K.
  • Burney Company first reported a position in IDEX in Q1 2023 and held it in 6 quarters.
  • Burney Company's IDEX position peaked at $559K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Burney Company's 13F filing for Q3 2024, filed 18 Oct 2024.