Capital International Investors
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Capital International Investors’s IDEX IEX Stock Holding History

Capital International Investors’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
2019
Q4 		– Sell
-235,522
Closed -$38.6M – 408
2019
Q3 		$38.6M Hold
235,522
– – 0.01% 285
2019
Q2 		$40.5M Buy
235,522
+122
+0.1% +$19.2K 0.02% 291
2019
Q1 		$35.7M Hold
235,400
– – 0.02% 296
2018
Q4 		$29.7M Hold
235,400
– – 0.01% 288
2018
Q3 		$35.5M Sell
235,400
-128,300
-35% -$19.1M 0.02% 291
2018
Q2 		$49.6M Hold
363,700
– – 0.06% 181
2018
Q1 		$51.8M Sell
363,700
-86,800
-19% -$12.1M 0.06% 182
2017
Q4 		$59.5M Sell
450,500
-258,200
-36% -$33.2M 0.07% 177
2017
Q3 		$86.1M Sell
708,700
-290,700
-29% -$33.9M 0.1% 165
2017
Q2 		$113M Hold
999,400
– – 0.15% 149
2017
Q1 		$93.5M Hold
999,400
– – 0.13% 160
2016
Q4 		$90M Hold
999,400
– – 0.13% 157
2016
Q3 		$93.5M Hold
999,400
– – 0.14% 160
2016
Q2 		$82.1M Hold
999,400
– – 0.12% 165
2016
Q1 		$82.8M Hold
999,400
– – 0.13% 163
2015
Q4 		$76.6M Buy
999,400
+266,200
+36% +$20.4M 0.12% 173
2015
Q3 		$52.3M Hold
733,200
– – 0.09% 184
2015
Q2 		$57.6M Hold
733,200
– – 0.1% 186
2015
Q1 		$55.6M Hold
733,200
– – 0.1% 182
2014
Q4 		$57.1M Buy
733,200
+527,400
+256% +$39.3M 0.12% 174
2014
Q3 		$14.9M Buy
+205,800
New +$15.9M 0.04% 221

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Capital International Investors's IEX Position: Q4 2019 in Review

Capital International Investors sold out of IDEX (IEX) in Q4 2019, closing a stake of 235,522 shares — an estimated $38.6M sold.

Capital International Investors first reported a position in IEX in Q3 2014 and held it in 21 quarters. The position peaked at $113M in Q2 2017. 474 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

  • Capital International Investors reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
  • Capital International Investors sold 235,522 IDEX shares in Q4 2019, an estimated $38.6M.
  • Capital International Investors first reported a position in IDEX in Q3 2014 and held it in 21 quarters.
  • Capital International Investors's IDEX position peaked at $113M in Q2 2017.
  • 474 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on Capital International Investors's 13F filing for Q4 2019, filed 18 Feb 2020.