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Carderock Capital Management’s IDEX IEX Stock Holding History

Carderock Capital Management’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
-1,122
Closed -$226K – 75
2024
Q2 		$226K Sell
1,122
-27,677
-96% -$6.05M 0.06% 65
2024
Q1 		$7.03M Buy
28,799
+969
+3% +$219K 1.97% 30
2023
Q4 		$6.04M Buy
27,830
+3,024
+12% +$610K 1.67% 35
2023
Q3 		$5.16M Buy
24,806
+5,978
+32% +$1.3M 1.73% 35
2023
Q2 		$4.05M Buy
18,828
+1,462
+8% +$307K 1.26% 42
2023
Q1 		$4.01M Buy
17,366
+617
+4% +$140K 1.4% 41
2022
Q4 		$3.82M Buy
+16,749
New +$3.74M 1.59% 29

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

Carderock Capital Management's IEX Position: Q3 2024 in Review

Carderock Capital Management sold out of IDEX (IEX) in Q3 2024, closing a stake of 1,122 shares — an estimated $226K sold.

Carderock Capital Management first reported a position in IEX in Q4 2022 and held it in 7 quarters. The position peaked at $7.03M in Q1 2024. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Carderock Capital Management reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Carderock Capital Management sold 1,122 IDEX shares in Q3 2024, an estimated $226K.
  • Carderock Capital Management first reported a position in IDEX in Q4 2022 and held it in 7 quarters.
  • Carderock Capital Management's IDEX position peaked at $7.03M in Q1 2024.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Carderock Capital Management's 13F filing for Q3 2024, filed 16 Oct 2024.