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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
Q2 		– Sell
-385,624
Closed -$69.7M – 56
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 		$81.9K 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCLA Investment Management's IEX Position: Q2 2025 in Review

CCLA Investment Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 385,624 shares — an estimated $69.7M sold.

CCLA Investment Management first reported a position in IEX in Q2 2020 and held it in 19 quarters. The position peaked at $104M in Q1 2024. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • CCLA Investment Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • CCLA Investment Management sold 385,624 IDEX shares in Q2 2025, an estimated $69.7M.
  • CCLA Investment Management first reported a position in IDEX in Q2 2020 and held it in 19 quarters.
  • CCLA Investment Management's IDEX position peaked at $104M in Q1 2024.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on CCLA Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.