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Convergence Investment Partners’s IDEX IEX Stock Holding History

Convergence Investment Partners’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
2018
Q2 		– Sell
-145
Closed -$21K – 587
2018
Q1 		$21K Buy
+145
New +$20.2K ﹤0.01% 586
2014
Q4 		– Sell
-16,710
Closed -$1.21M – 398
2014
Q3 		$1.21M Sell
16,710
-5,335
-24% -$412K 0.17% 192
2014
Q2 		$1.78M Sell
22,045
-4,095
-16% -$310K 0.23% 145
2014
Q1 		$1.91M Buy
26,140
+12,980
+99% +$945K 0.29% 117
2013
Q4 		$972K Buy
+13,160
New +$914K 0.16% 174

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