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Cipher Capital’s IDEX IEX Stock Holding History

Cipher Capital’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
Q1 		$473K Buy
1,938
+630
+48% +$142K 0.22% 165
2023
Q4 		$284K Buy
+1,308
New +$264K 0.09% 347
2020
Q3 		– Sell
-7,081
Closed -$1.12M – 572
2020
Q2 		$1.12M Buy
7,081
+4,549
+180% +$695K 0.18% 167
2020
Q1 		$350K Buy
+2,532
New +$397K 0.13% 243

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Cipher Capital's IEX Position: Q1 2024 in Review

Cipher Capital increased its IDEX (IEX) stake by 48% in Q1 2024, buying an estimated $142K and bringing the position to 1,938 shares worth $473K. The position accounts for 0.22% of the portfolio, ranked #165.

Cipher Capital first reported a position in IEX in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2020. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Cipher Capital held 1,938 shares of IDEX worth $473K as of Q1 2024.
  • Cipher Capital bought 630 IDEX shares in Q1 2024, an estimated $142K.
  • IDEX made up 0.22% of Cipher Capital's portfolio in Q1 2024, its #165 holding.
  • Cipher Capital first reported a position in IDEX in Q1 2020 and has held it in 4 quarters since.
  • Cipher Capital's IDEX position peaked at $1.12M in Q2 2020.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.