Capital World Investors’s IDEX IEX Stock Holding History

Capital World 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
2025 Q1	–	Sell	-200,000	Closed	-$41.9M	–	564
2024 Q4	$41.9M	Hold	200,000	–	–	0.01%	416
2024 Q3	$42.9M	Hold	200,000	–	–	0.01%	406
2024 Q2	$40.2M	Hold	200,000	–	–	0.01%	400
2024 Q1	$48.8M	Hold	200,000	–	–	0.01%	398
2023 Q4	$43.4M	Hold	200,000	–	–	0.01%	397
2023 Q3	$41.6M	Hold	200,000	–	–	0.01%	386
2023 Q2	$43.1M	Hold	200,000	–	–	0.01%	381
2023 Q1	$46.2M	Hold	200,000	–	–	0.01%	376
2022 Q4	$45.7M	Hold	200,000	–	–	0.01%	398
2022 Q3	$40M	Sell	200,000 -3	-0%	-$606	0.01%	408
2022 Q2	$36.3M	Sell	200,003 -225,677	-53%	-$42.5M	0.01%	419
2022 Q1	$81.7M	Sell	425,680 -1,411,498	-77%	-$286M	0.01%	373
2021 Q4	$434M	Buy	1,837,178 +9,529	+0.5%	+$2.16M	0.07%	230
2021 Q3	$378M	Buy	1,827,649 +11,367	+0.6%	+$2.52M	0.06%	241
2021 Q2	$400M	Buy	1,816,282 +15,909	+0.9%	+$3.52M	0.07%	237
2021 Q1	$377M	Sell	1,800,373 -236,502	-12%	-$46.9M	0.07%	228
2020 Q4	$406M	Sell	2,036,875 -509,100	-20%	-$96.8M	0.08%	219
2020 Q3	$464M	Buy	2,545,975 +15,902	+0.6%	+$2.75M	0.1%	196
2020 Q2	$400M	Sell	2,530,073 -77,678	-3%	-$11.9M	0.1%	188
2020 Q1	$360M	Sell	2,607,751 -3,104,702	-54%	-$487M	0.1%	168
2019 Q4	$983M	Buy	5,712,453 +27,224	+0.5%	+$4.41M	0.22%	113
2019 Q3	$932M	Buy	5,685,229 +11,267	+0.2%	+$1.87M	0.22%	112
2019 Q2	$977M	Buy	5,673,962 +13,505	+0.2%	+$2.12M	0.23%	115
2019 Q1	$859M	Buy	5,660,457 +21,774	+0.4%	+$3.08M	0.21%	115
2018 Q4	$712M	Sell	5,638,683 -124,996	-2%	-$16.7M	0.19%	124
2018 Q3	$868M	Sell	5,763,679 -267,684	-4%	-$39.9M	0.21%	125
2018 Q2	$823M	Buy	6,031,363 +16,621	+0.3%	+$2.32M	0.18%	131
2018 Q1	$857M	Buy	6,014,742 +9,729	+0.2%	+$1.36M	0.19%	127
2017 Q4	$792M	Buy	6,005,013 +5,071	+0.1%	+$653K	0.17%	130
2017 Q3	$729M	Buy	5,999,942 +10,171	+0.2%	+$1.19M	0.17%	125
2017 Q2	$677M	Buy	5,989,771 +24,401	+0.4%	+$2.56M	0.16%	131
2017 Q1	$558M	Sell	5,965,370 -12,459	-0.2%	-$1.14M	0.13%	143
2016 Q4	$538M	Buy	5,977,829 +10,845	+0.2%	+$981K	0.14%	146
2016 Q3	$558M	Buy	5,966,984 +1,532,396	+35%	+$138M	0.15%	136
2016 Q2	$364M	Buy	4,434,588 +2,298	+0.1%	+$191K	0.1%	176
2016 Q1	$367M	Buy	4,432,290 +805,565	+22%	+$60.4M	0.1%	174
2015 Q4	$278M	Buy	3,626,725 +3,843	+0.1%	+$294K	0.08%	203
2015 Q3	$258M	Buy	3,622,882 +501,157	+16%	+$36.9M	0.08%	212
2015 Q2	$245M	Buy	3,121,725 +1,004,325	+47%	+$77.8M	0.07%	226
2015 Q1	$161M	Buy	2,117,400 +1,062,400	+101%	+$80M	0.04%	266
2014 Q4	$82.1M	Buy	1,055,000 +14,300	+1%	+$1.06M	0.02%	322
2014 Q3	$75.3M	Hold	1,040,700	–	–	0.02%	331
2014 Q2	$84M	Hold	1,040,700	–	–	0.02%	323
2014 Q1	$75.9M	Sell	1,040,700 -260,000	-20%	-$18.9M	0.02%	317
2013 Q4	$96.1M	Hold	1,300,700	–	–	0.03%	300
2013 Q3	$84.9M	Sell	1,300,700 -11,000	-0.8%	-$665K	0.03%	307
2013 Q2	$70.6M	Buy	+1,311,700	New	+$69.9M	0.02%	309

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors's IEX Position: Q1 2025 in Review

Capital World Investors sold out of IDEX (IEX) in Q1 2025, closing a stake of 200,000 shares — an estimated $41.9M sold.

Capital World Investors first reported a position in IEX in Q2 2013 and held it in 47 quarters. The position peaked at $983M in Q4 2019. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Capital World Investors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Capital World Investors sold 200,000 IDEX shares in Q1 2025, an estimated $41.9M.
Capital World Investors first reported a position in IDEX in Q2 2013 and held it in 47 quarters.
Capital World Investors's IDEX position peaked at $983M in Q4 2019.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.