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Compagnie Lombard Odier SCmA’s IDEX IEX Stock Holding History

Compagnie Lombard Odier SCmA’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 		– Sell
-251
Closed -$54.5K – 537
2023
Q4 		$54.5K Buy
+251
New +$50.6K ﹤0.01% 405
2020
Q2 		– Sell
-293
Closed -$40K – 545
2020
Q1 		$40K Buy
+293
New +$46K ﹤0.01% 360
2018
Q4 		– Sell
-667
Closed -$100K – 579
2018
Q3 		$100K Hold
667
– – ﹤0.01% 353
2018
Q2 		$91K Buy
+667
New +$93.2K ﹤0.01% 371

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

Compagnie Lombard Odier SCmA's IEX Position: Q1 2024 in Review

Compagnie Lombard Odier SCmA sold out of IDEX (IEX) in Q1 2024, closing a stake of 251 shares — an estimated $54.5K sold.

Compagnie Lombard Odier SCmA first reported a position in IEX in Q2 2018 and held it in 4 quarters. The position peaked at $100K in Q3 2018. 623 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Compagnie Lombard Odier SCmA reported no remaining IDEX position as of Q1 2024 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 251 IDEX shares in Q1 2024, an estimated $54.5K.
  • Compagnie Lombard Odier SCmA first reported a position in IDEX in Q2 2018 and held it in 4 quarters.
  • Compagnie Lombard Odier SCmA's IDEX position peaked at $100K in Q3 2018.
  • 623 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2024, filed 1 May 2024.