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Cribstone Capital Management’s IDEX IEX Stock Holding History

Cribstone Capital 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
2022
Q3 		– Sell
-2
Closed – – 466
2022
Q2 		$0 Buy
+2
New +$377 ﹤0.01% 499
2019
Q2 		– Sell
-23
Closed -$3K – 640
2019
Q1 		$3K Hold
23
– – ﹤0.01% 588
2018
Q4 		$3K Hold
23
– – ﹤0.01% 624
2018
Q3 		$3K Hold
23
– – ﹤0.01% 686
2018
Q2 		$3K Hold
23
– – ﹤0.01% 695
2018
Q1 		$3K Hold
23
– – ﹤0.01% 676
2017
Q4 		$3K Buy
+23
New +$2.96K ﹤0.01% 743

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Cribstone Capital Management's IEX Position: Q3 2022 in Review

Cribstone Capital Management sold out of IDEX (IEX) in Q3 2022, closing a stake of 2 shares.

Cribstone Capital Management first reported a position in IEX in Q4 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

  • Cribstone Capital Management reported no remaining IDEX position as of Q3 2022 after selling out during the quarter.
  • Cribstone Capital Management sold 2 IDEX shares in Q3 2022.
  • Cribstone Capital Management first reported a position in IDEX in Q4 2017 and held it in 7 quarters.
  • Cribstone Capital Management's IDEX position peaked at $3K in Q1 2019.
  • 556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Cribstone Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.