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CenterBook Partners’s IDEX IEX Stock Holding History

CenterBook Partners’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
Q4 		– Sell
-2,703
Closed -$580K – 526
2024
Q3 		$580K Sell
2,703
-4,302
-61% -$867K 0.04% 373
2024
Q2 		$1.41M Buy
7,005
+1,487
+27% +$325K 0.09% 301
2024
Q1 		$1.35M Buy
5,518
+732
+15% +$165K 0.09% 286
2023
Q4 		$1.04M Sell
4,786
-1,542
-24% -$311K 0.13% 241
2023
Q3 		$1.32M Buy
6,328
+103
+2% +$22.3K 0.16% 206
2023
Q2 		$1.34M Buy
+6,225
New +$1.31M 0.17% 207

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

CenterBook Partners's IEX Position: Q4 2024 in Review

CenterBook Partners sold out of IDEX (IEX) in Q4 2024, closing a stake of 2,703 shares — an estimated $580K sold.

CenterBook Partners first reported a position in IEX in Q2 2023 and held it in 6 quarters. The position peaked at $1.41M in Q2 2024. 628 funds tracked by Wall St. Rank hold IEX as of Q4 2024.

  • CenterBook Partners reported no remaining IDEX position as of Q4 2024 after selling out during the quarter.
  • CenterBook Partners sold 2,703 IDEX shares in Q4 2024, an estimated $580K.
  • CenterBook Partners first reported a position in IDEX in Q2 2023 and held it in 6 quarters.
  • CenterBook Partners's IDEX position peaked at $1.41M in Q2 2024.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q4 2024.

Based on CenterBook Partners's 13F filing for Q4 2024, filed 13 Feb 2025.