Desjardins Global Asset Management’s IDEX IEX Stock Holding History

Desjardins Global Asset 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
2023 Q4	$84.2K	Buy	388 +79	+26%	+$15.9K	0.01%	488
2023 Q3	$64.3K	Sell	309 -2,228	-88%	-$483K	0.01%	515
2023 Q2	$546K	Buy	2,537 +1,701	+203%	+$358K	0.06%	276
2023 Q1	$193K	Buy	+836	New	+$190K	0.02%	409
2022 Q2	–	Sell	-369	Closed	-$70K	–	490
2022 Q1	$70K	Buy	369 +23	+7%	+$4.67K	0.01%	398
2021 Q4	$81K	Buy	+346	New	+$78.6K	0.01%	410

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Desjardins Global Asset Management's IEX Position: Q4 2023 in Review

Desjardins Global Asset Management increased its IDEX (IEX) stake by 26% in Q4 2023, buying an estimated $15.9K and bringing the position to 388 shares worth $84.2K. The position accounts for 0.01% of the portfolio, ranked #488.

Desjardins Global Asset Management first reported a position in IEX in Q4 2021 and has held it in 6 quarters since. The position peaked at $546K in Q2 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

Desjardins Global Asset Management held 388 shares of IDEX worth $84.2K as of Q4 2023.
Desjardins Global Asset Management bought 79 IDEX shares in Q4 2023, an estimated $15.9K.
IDEX made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #488 holding.
Desjardins Global Asset Management first reported a position in IDEX in Q4 2021 and has held it in 6 quarters since.
Desjardins Global Asset Management's IDEX position peaked at $546K in Q2 2023.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.