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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors's IEX Position: Q1 2020 in Review

Capital Research Global Investors sold out of IDEX (IEX) in Q1 2020, closing a stake of 170,533 shares — an estimated $29.3M sold.

Capital Research Global Investors first reported a position in IEX in Q2 2014 and held it in 12 quarters. The position peaked at $298M in Q2 2015. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Capital Research Global Investors reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Capital Research Global Investors sold 170,533 IDEX shares in Q1 2020, an estimated $29.3M.
Capital Research Global Investors first reported a position in IDEX in Q2 2014 and held it in 12 quarters.
Capital Research Global Investors's IDEX position peaked at $298M in Q2 2015.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Capital Research Global Investors's 13F filing for Q1 2020, filed 15 May 2020.