Capital Research Global Investors
IEX icon

Capital Research Global Investors’s IDEX IEX Stock Holding History

Capital Research Global 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
2020
Q1 		– Sell
-170,533
Closed -$29.3M – 408
2019
Q4 		$29.3M Buy
170,533
+33
+0% +$5.34K 0.01% 352
2019
Q3 		$27.9M Buy
170,500
+13
+0% +$2.16K 0.01% 355
2019
Q2 		$29.3M Buy
170,487
+55
+0% +$8.64K 0.01% 347
2019
Q1 		$25.9M Hold
170,432
– – 0.01% 363
2018
Q4 		$21.5M Hold
170,432
– – 0.01% 362
2018
Q3 		$25.7M Buy
+170,432
New +$25.4M 0.01% 380
2015
Q4 		– Sell
-3,788,000
Closed -$270M – 445
2015
Q3 		$270M Hold
3,788,000
– – 0.1% 194
2015
Q2 		$298M Hold
3,788,000
– – 0.1% 206
2015
Q1 		$287M Hold
3,788,000
– – 0.1% 206
2014
Q4 		$295M Buy
3,788,000
+108,000
+3% +$8.04M 0.1% 202
2014
Q3 		$266M Buy
3,680,000
+1,248,000
+51% +$96.3M 0.09% 207
2014
Q2 		$196M Buy
+2,432,000
New +$184M 0.07% 233

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return