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Chilton Capital Management’s IDEX IEX Stock Holding History

Chilton Capital 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
2024
Q3 		– Sell
-4
Closed -$805 – 666
2024
Q2 		$805 Hold
4
– – ﹤0.01% 582
2024
Q1 		$977 Hold
4
– – ﹤0.01% 562
2023
Q4 		$869 Buy
+4
New +$807 ﹤0.01% 569
2016
Q4 		– Sell
-4,478
Closed -$419K – 149
2016
Q3 		$419K Buy
4,478
+109
+2% +$9.84K 0.04% 135
2016
Q2 		$359K Buy
4,369
+1,225
+39% +$102K 0.03% 144
2016
Q1 		$261K Buy
+3,144
New +$236K 0.03% 148

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 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

Chilton Capital Management's IEX Position: Q3 2024 in Review

Chilton Capital Management sold out of IDEX (IEX) in Q3 2024, closing a stake of 4 shares — an estimated $805 sold.

Chilton Capital Management first reported a position in IEX in Q1 2016 and held it in 6 quarters. The position peaked at $419K in Q3 2016. 610 funds tracked by Wall St. Rank hold IEX as of Q3 2024.

  • Chilton Capital Management reported no remaining IDEX position as of Q3 2024 after selling out during the quarter.
  • Chilton Capital Management sold 4 IDEX shares in Q3 2024, an estimated $805.
  • Chilton Capital Management first reported a position in IDEX in Q1 2016 and held it in 6 quarters.
  • Chilton Capital Management's IDEX position peaked at $419K in Q3 2016.
  • 610 funds tracked by Wall St. Rank held IDEX as of Q3 2024.

Based on Chilton Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.