ClariVest Asset Management’s IDEX IEX Stock Holding History

ClariVest Asset 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
2019 Q4	–	Sell	-18,000	Closed	-$2.95M	–	678
2019 Q3	$2.95M	Hold	18,000	–	–	0.07%	211
2019 Q2	$3.1M	Hold	18,000	–	–	0.07%	212
2019 Q1	$2.73M	Sell	18,000 -300	-2%	-$42.4K	0.06%	277
2018 Q4	$2.31M	Hold	18,300	–	–	0.05%	282
2018 Q3	$2.76M	Hold	18,300	–	–	0.05%	267
2018 Q2	$2.5M	Sell	18,300 -3,100	-14%	-$433K	0.04%	311
2018 Q1	$3.05M	Hold	21,400	–	–	0.05%	268
2017 Q4	$2.83M	Buy	+21,400	New	+$2.75M	0.05%	285
2015 Q1	–	Sell	-17	Closed	-$1K	–	618
2014 Q4	$1K	Hold	17	–	–	﹤0.01%	518
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	541
2014 Q2	$1K	Hold	17	–	–	﹤0.01%	539
2014 Q1	$1K	Hold	17	–	–	﹤0.01%	552
2013 Q4	$1K	Buy	+17	New	+$1.18K	﹤0.01%	573

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

ACM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

ClariVest Asset Management's IEX Position: Q4 2019 in Review

ClariVest Asset Management sold out of IDEX (IEX) in Q4 2019, closing a stake of 18,000 shares — an estimated $2.95M sold.

ClariVest Asset Management first reported a position in IEX in Q4 2013 and held it in 13 quarters. The position peaked at $3.1M in Q2 2019. 475 funds tracked by Wall St. Rank hold IEX as of Q4 2019.

ClariVest Asset Management reported no remaining IDEX position as of Q4 2019 after selling out during the quarter.
ClariVest Asset Management sold 18,000 IDEX shares in Q4 2019, an estimated $2.95M.
ClariVest Asset Management first reported a position in IDEX in Q4 2013 and held it in 13 quarters.
ClariVest Asset Management's IDEX position peaked at $3.1M in Q2 2019.
475 funds tracked by Wall St. Rank held IDEX as of Q4 2019.

Based on ClariVest Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.