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Churchill Management’s IDEX IEX Stock Holding History

Churchill 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
-21,913
Closed -$3.97M – 158
2025
Q1 		$3.97M Sell
21,913
-170
-0.8% -$33.8K 0.05% 103
2024
Q4 		$4.62M Sell
22,083
-469
-2% -$103K 0.05% 106
2024
Q3 		$4.84M Sell
22,552
-735
-3% -$148K 0.06% 108
2024
Q2 		$4.69M Sell
23,287
-381
-2% -$83.2K 0.06% 109
2024
Q1 		$5.78M Sell
23,668
-240
-1% -$54.2K 0.07% 99
2023
Q4 		$5.19M Sell
23,908
-724
-3% -$146K 0.08% 96
2023
Q3 		$5.12M Sell
24,632
-274
-1% -$59.4K 0.09% 94
2023
Q2 		$5.36M Sell
24,906
-330
-1% -$69.4K 0.09% 95
2023
Q1 		$5.83M Sell
25,236
-174
-0.7% -$39.5K 0.12% 87
2022
Q4 		$5.8M Buy
+25,410
New +$5.68M 0.14% 77

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

Churchill Management's IEX Position: Q2 2025 in Review

Churchill Management sold out of IDEX (IEX) in Q2 2025, closing a stake of 21,913 shares — an estimated $3.97M sold.

Churchill Management first reported a position in IEX in Q4 2022 and held it in 10 quarters. The position peaked at $5.83M in Q1 2023. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.

  • Churchill Management reported no remaining IDEX position as of Q2 2025 after selling out during the quarter.
  • Churchill Management sold 21,913 IDEX shares in Q2 2025, an estimated $3.97M.
  • Churchill Management first reported a position in IDEX in Q4 2022 and held it in 10 quarters.
  • Churchill Management's IDEX position peaked at $5.83M in Q1 2023.
  • 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.