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Ceredex Value Advisors’s IDEX IEX Stock Holding History

Ceredex Value 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
-133,200
Closed -$27.9M – 174
2024
Q4 		$27.9M Sell
133,200
-303,350
-69% -$66.4M 0.56% 74
2024
Q3 		$93.6M Buy
436,550
+20,175
+5% +$4.07M 1.83% 11
2024
Q2 		$83.8M Buy
416,375
+85,434
+26% +$18.7M 1.58% 13
2024
Q1 		$80.8M Sell
330,941
-80,552
-20% -$18.2M 1.41% 14
2023
Q4 		$89.3M Sell
411,493
-21,922
-5% -$4.42M 1.55% 17
2023
Q3 		$90.2M Buy
433,415
+146,218
+51% +$31.7M 1.59% 16
2023
Q2 		$61.8M Buy
+287,197
New +$60.4M 1% 36
2023
Q1 		– Sell
-103,165
Closed -$23.6M – 173
2022
Q4 		$23.6M Sell
103,165
-22,922
-18% -$5.12M 0.36% 82
2022
Q3 		$25.2M Sell
126,087
-213,795
-63% -$43.2M 0.41% 73
2022
Q2 		$61.7M Sell
339,882
-2,302
-0.7% -$434K 0.92% 38
2022
Q1 		$65.6M Buy
+342,184
New +$69.4M 0.79% 50
2020
Q3 		– Sell
-361,450
Closed -$57.1M – 133
2020
Q2 		$57.1M Sell
361,450
-223,922
-38% -$34.2M 0.85% 53
2020
Q1 		$80.8M Buy
+585,372
New +$91.8M 1.39% 20

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
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
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ceredex Value Advisors's IEX Position: Q1 2025 in Review

Ceredex Value Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 133,200 shares — an estimated $27.9M sold.

Ceredex Value Advisors first reported a position in IEX in Q1 2020 and held it in 13 quarters. The position peaked at $93.6M in Q3 2024. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Ceredex Value Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Ceredex Value Advisors sold 133,200 IDEX shares in Q1 2025, an estimated $27.9M.
  • Ceredex Value Advisors first reported a position in IDEX in Q1 2020 and held it in 13 quarters.
  • Ceredex Value Advisors's IDEX position peaked at $93.6M in Q3 2024.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Ceredex Value Advisors's 13F filing for Q1 2025, filed 14 May 2025.