Chicago Equity Partners’s IDEX IEX Stock Holding History

Chicago Equity 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
2020 Q1	–	Sell	-8,695	Closed	-$1.5M	–	761
2019 Q4	$1.5M	Hold	8,695	–	–	0.09%	351
2019 Q3	$1.43M	Sell	8,695 -980	-10%	-$163K	0.07%	399
2019 Q2	$1.67M	Sell	9,675 -95	-1%	-$14.9K	0.07%	379
2019 Q1	$1.48M	Sell	9,770 -390	-4%	-$55.1K	0.06%	412
2018 Q4	$1.28M	Buy	+10,160	New	+$1.36M	0.05%	436
2015 Q2	–	Sell	-14,010	Closed	-$1.06M	–	495
2015 Q1	$1.06M	Sell	14,010 -29,635	-68%	-$2.23M	0.03%	262
2014 Q4	$3.4M	Sell	43,645 -34,650	-44%	-$2.58M	0.09%	177
2014 Q3	$5.67M	Sell	78,295 -18,680	-19%	-$1.44M	0.15%	141
2014 Q2	$7.83M	Sell	96,975 -33,940	-26%	-$2.57M	0.21%	126
2014 Q1	$9.54M	Buy	130,915 +66,975	+105%	+$4.88M	0.26%	119
2013 Q4	$4.72M	Buy	+63,940	New	+$4.44M	0.14%	155

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chicago Equity Partners's IEX Position: Q1 2020 in Review

Chicago Equity Partners sold out of IDEX (IEX) in Q1 2020, closing a stake of 8,695 shares — an estimated $1.5M sold.

Chicago Equity Partners first reported a position in IEX in Q4 2013 and held it in 11 quarters. The position peaked at $9.54M in Q1 2014. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Chicago Equity Partners reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Chicago Equity Partners sold 8,695 IDEX shares in Q1 2020, an estimated $1.5M.
Chicago Equity Partners first reported a position in IDEX in Q4 2013 and held it in 11 quarters.
Chicago Equity Partners's IDEX position peaked at $9.54M in Q1 2014.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.