Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s IDEX IEX Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2026
Q2 		– Sell
-16,073
Closed -$3.05M – 1711
2026
Q1 		$3.05M Buy
+16,073
New +$3.17M 0.01% 833
2024
Q3 		– Sell
-3,411
Closed -$686K – 1537
2024
Q2 		$686K Buy
+3,411
New +$745K ﹤0.01% 956
2024
Q1 		– Sell
-1,009
Closed -$219K – 1606
2023
Q4 		$219K Buy
+1,009
New +$204K ﹤0.01% 1246
2023
Q3 		– Sell
-15,205
Closed -$3.27M – 1436
2023
Q2 		$3.27M Buy
15,205
+11,925
+364% +$2.51M 0.02% 479
2023
Q1 		$758K Sell
3,280
-6,741
-67% -$1.53M ﹤0.01% 790
2022
Q4 		$2.29M Buy
+10,021
New +$2.24M 0.01% 511
2022
Q3 		– Sell
-8,958
Closed -$1.63M – 1174
2022
Q2 		$1.63M Buy
+8,958
New +$1.69M 0.01% 514
2021
Q3 		– Sell
-10,216
Closed -$2.25M – 1133
2021
Q2 		$2.25M Sell
10,216
-15,555
-60% -$3.44M 0.01% 512
2021
Q1 		$5.39M Sell
25,771
-35,054
-58% -$6.95M 0.03% 341
2020
Q4 		$12.1M Buy
60,825
+12,134
+25% +$2.31M 0.07% 200
2020
Q3 		$8.88M Sell
48,691
-18,593
-28% -$3.22M 0.06% 212
2020
Q2 		$10.6M Sell
67,284
-11,266
-14% -$1.72M 0.08% 199
2020
Q1 		$10.8M Sell
78,550
-9,650
-11% -$1.51M 0.1% 147
2019
Q4 		$15.2M Buy
88,200
+29,425
+50% +$4.76M 0.1% 146
2019
Q3 		$9.63M Buy
+58,775
New +$9.75M 0.07% 179

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s IEX Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of IDEX (IEX) in Q2 2026, closing a stake of 16,073 shares — an estimated $3.05M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IEX in Q3 2019 and held it in 15 quarters. The position peaked at $15.2M in Q4 2019. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining IDEX position as of Q2 2026 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 16,073 IDEX shares in Q2 2026, an estimated $3.05M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IDEX in Q3 2019 and held it in 15 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s IDEX position peaked at $15.2M in Q4 2019.
  • 687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.