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CCLA Investment Management’s IDEX IEX Stock Holding History

CCLA Investment 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
2025
Q1 		$69.7M Sell
385,624
-91,546
-19% -$18.2M 1.23% 44
2024
Q4 		$99.9M Buy
477,170
+43,767
+10% +$9.58M 1.58% 36
2024
Q3 		$86.7M Hold
433,403
– – 1.34% 45
2024
Q2 		$86.7M Buy
433,403
+7,615
+2% +$1.66M 1.34% 45
2024
Q1 		$104M Buy
425,788
+30,277
+8% +$6.84M 1.6% 31
2023
Q4 		$85.9M Buy
395,511
+2,334
+0.6% +$471K 1.4% 39
2023
Q3 		$81.8M Buy
393,177
+306
+0.1% +$66.4K 1.53% 32
2023
Q2 		$84.6M Buy
392,871
+103,576
+36% +$21.8M 1.51% 30
2023
Q1 		$66.7M Sell
289,295
-5,139
-2% -$1.17M 1.31% 38
2022
Q4 		$67.2M Sell
294,434
-57,297
-16% -$12.8M 1.52% 34
2022
Q3 		$70.4M Buy
+351,731
New +$71.1M 1.7% 26
2022
Q1 		$68.3M Buy
365,212
+12,548
+4% +$2.55M 1.23% 45
2021
Q4 		$83.3M Sell
352,664
-22,799
-6% -$5.18M 1.37% 43
2021
Q3 		$77.8M Buy
375,463
+3,298
+0.9% +$732K 1.29% 41
2021
Q2 		$81.9M Buy
372,165
+22,818
+7% +$5.04M 1% 36
2021
Q1 		$73.1M Sell
349,347
-65,637
-16% -$13M 1.46% 34
2020
Q4 		$82.1M Buy
414,984
+10,334
+3% +$1.96M 1.85% 24
2020
Q3 		$73.8M Buy
404,650
+49,529
+14% +$8.58M 2% 21
2020
Q2 		$56.1M Buy
+355,121
New +$54.3M 1.75% 27

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCLA Investment Management's IEX Position: Q1 2025 in Review

CCLA Investment Management reduced its IDEX (IEX) stake by 19% in Q1 2025, selling an estimated $18.2M and leaving 385,624 shares worth $69.7M. The position accounts for 1.23% of the portfolio, ranked #44.

CCLA Investment Management first reported a position in IEX in Q2 2020 and has held it in 19 quarters since. The position peaked at $104M in Q1 2024. 640 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • CCLA Investment Management held 385,624 shares of IDEX worth $69.7M as of Q1 2025.
  • CCLA Investment Management sold 91,546 IDEX shares in Q1 2025, an estimated $18.2M.
  • IDEX made up 1.23% of CCLA Investment Management's portfolio in Q1 2025, its #44 holding.
  • CCLA Investment Management first reported a position in IDEX in Q2 2020 and has held it in 19 quarters since.
  • CCLA Investment Management's IDEX position peaked at $104M in Q1 2024.
  • 640 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on CCLA Investment Management's 13F filing for Q1 2025, filed 9 May 2025.