DI
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Disciplined Investments’s IDEX IEX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-8
Closed -$1.72K – 779
2023
Q2 		$1.72K Sell
8
-1
-11% -$210 ﹤0.01% 725
2023
Q1 		$2.08K Sell
9
-2
-18% -$454 ﹤0.01% 644
2022
Q4 		$2.51K Hold
11
– – ﹤0.01% 549
2022
Q3 		$2K Buy
11
+1
+10% +$202 ﹤0.01% 653
2022
Q2 		$2K Buy
10
+2
+25% +$377 ﹤0.01% 669
2022
Q1 		$2K Buy
+8
New +$1.62K ﹤0.01% 710

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Disciplined Investments's IEX Position: Q3 2023 in Review

Disciplined Investments sold out of IDEX (IEX) in Q3 2023, closing a stake of 8 shares — an estimated $1.72K sold.

Disciplined Investments first reported a position in IEX in Q1 2022 and held it in 6 quarters. The position peaked at $2.51K in Q4 2022. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Disciplined Investments reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 IDEX shares in Q3 2023, an estimated $1.72K.
  • Disciplined Investments first reported a position in IDEX in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's IDEX position peaked at $2.51K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.