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Cooper Investors’s IDEX IEX Stock Holding History

Cooper Investors’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
2023
Q4 		– Sell
-6,270
Closed -$1.35M – 45
2023
Q3 		$1.35M Buy
+6,270
New +$1.36M 0.11% 35
2023
Q1 		$1.39M Sell
5,999
-2,262
-27% -$513K 0.12% 31
2022
Q4 		$1.89M Sell
8,261
-321
-4% -$71.7K 0.18% 31
2022
Q3 		$1.72M Buy
8,582
+3,883
+83% +$785K 0.16% 31
2022
Q2 		$853K Buy
4,699
+344
+8% +$64.8K 0.07% 31
2022
Q1 		$835K Buy
4,355
+1,546
+55% +$314K 0.06% 33
2021
Q4 		$664K Sell
2,809
-97,067
-97% -$22M 0.04% 38
2021
Q3 		$20.7M Buy
99,876
+9,835
+11% +$2.18M 1.37% 29
2021
Q2 		$19.8M Hold
90,041
– – 1.3% 31
2021
Q1 		$18.8M Buy
90,041
+473
+0.5% +$93.8K 1.4% 28
2020
Q4 		$17.8M Buy
89,568
+125
+0.1% +$23.8K 1.42% 29
2020
Q3 		$16.3M Hold
89,443
– – 1.52% 26
2020
Q2 		$14.1M Buy
89,443
+1,336
+2% +$204K 1.47% 26
2020
Q1 		$12.2M Buy
88,107
+12,998
+17% +$2.04M 1.53% 24
2019
Q4 		$12.9M Sell
75,109
-17,802
-19% -$2.88M 1.36% 25
2019
Q3 		$15.2M Buy
92,911
+46
+0% +$7.63K 1.72% 21
2019
Q2 		$16M Buy
92,865
+89
+0.1% +$14K 1.85% 21
2019
Q1 		$14.1M Hold
92,776
– – 1.72% 23
2018
Q4 		$11.7M Sell
92,776
-18,997
-17% -$2.54M 1.62% 22
2018
Q3 		$16.8M Sell
111,773
-23,480
-17% -$3.5M 2% 17
2018
Q2 		$18.5M Sell
135,253
-25,350
-16% -$3.54M 2.25% 15
2018
Q1 		$22.9M Buy
160,603
+80
+0% +$11.2K 2.72% 12
2017
Q4 		$21.2M Buy
160,523
+85,350
+114% +$11M 2.63% 13
2017
Q3 		$9.13M Hold
75,173
– – 1.28% 24
2017
Q2 		$8.5M Buy
75,173
+188
+0.3% +$19.8K 1.29% 24
2017
Q1 		$7.01M Buy
74,985
+18,748
+33% +$1.72M 1.12% 28
2016
Q4 		$5.06M Buy
+56,237
New +$5.09M 0.9% 33

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Cooper Investors's IEX Position: Q4 2023 in Review

Cooper Investors sold out of IDEX (IEX) in Q4 2023, closing a stake of 6,270 shares — an estimated $1.35M sold.

Cooper Investors first reported a position in IEX in Q4 2016 and held it in 27 quarters. The position peaked at $22.9M in Q1 2018. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Cooper Investors reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Cooper Investors sold 6,270 IDEX shares in Q4 2023, an estimated $1.35M.
  • Cooper Investors first reported a position in IDEX in Q4 2016 and held it in 27 quarters.
  • Cooper Investors's IDEX position peaked at $22.9M in Q1 2018.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Cooper Investors's 13F filing for Q4 2023, filed 10 Apr 2025.