Catalyst Capital Advisors’s IDEX IEX Stock Holding History

Catalyst Capital Advisors’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	-52	Closed	-$10.9K	–	491
2024 Q4	$10.9K	Sell	52 -87	-63%	-$19K	﹤0.01%	489
2024 Q3	$29.8K	Buy	139 +59	+74%	+$11.9K	﹤0.01%	392
2024 Q2	$16.1K	Buy	80 +4	+5%	+$874	﹤0.01%	340
2024 Q1	$18.5K	Sell	76 -10	-12%	-$2.26K	﹤0.01%	336
2023 Q4	$18.7K	Sell	86 -2	-2%	-$403	﹤0.01%	309
2023 Q3	$18.3K	Buy	+88	New	+$19.1K	﹤0.01%	347
2018 Q4	–	Sell	-75,000	Closed	-$11.3M	–	448
2018 Q3	$11.3M	Sell	75,000 -10,000	-12%	-$1.49M	0.37%	52
2018 Q2	$11.6M	Hold	85,000	–	–	0.41%	50
2018 Q1	$12.1M	Hold	85,000	–	–	0.44%	40
2017 Q4	$11.2M	Hold	85,000	–	–	0.42%	49
2017 Q3	$10.3M	Hold	85,000	–	–	0.45%	38
2017 Q2	$9.61M	Hold	85,000	–	–	0.41%	35
2017 Q1	$7.95M	Hold	85,000	–	–	0.4%	34
2016 Q4	$7.66M	Hold	85,000	–	–	0.49%	25
2016 Q3	$7.95M	Buy	85,000 +10,000	+13%	+$903K	0.88%	14
2016 Q2	$6.16M	Buy	+75,000	New	+$6.24M	1.14%	20
2016 Q1	–	Sell	-4,900	Closed	-$375K	–	559
2015 Q4	$375K	Buy	+4,900	New	+$375K	0.05%	204

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

Catalyst Capital Advisors's IEX Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 52 shares — an estimated $10.9K sold.

Catalyst Capital Advisors first reported a position in IEX in Q4 2015 and held it in 17 quarters. The position peaked at $12.1M in Q1 2018. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

Catalyst Capital Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 52 IDEX shares in Q1 2025, an estimated $10.9K.
Catalyst Capital Advisors first reported a position in IDEX in Q4 2015 and held it in 17 quarters.
Catalyst Capital Advisors's IDEX position peaked at $12.1M in Q1 2018.
638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.