Driehaus Capital Management’s IDEX IEX Stock Holding History

Driehaus 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
2020 Q1	–	Sell	-1,866	Closed	-$321K	–	458
2019 Q4	$321K	Sell	1,866 -700	-27%	-$113K	0.01%	445
2019 Q3	$421K	Sell	2,566 -62	-2%	-$10.3K	0.01%	415
2019 Q2	$452K	Buy	2,628 +343	+15%	+$53.9K	0.01%	388
2019 Q1	$347K	Sell	2,285 -1,309	-36%	-$185K	0.01%	345
2018 Q4	$454K	Sell	3,594 -7,769	-68%	-$1.04M	0.02%	338
2018 Q3	$1.71M	Buy	+11,363	New	+$1.69M	0.05%	306
2018 Q2	–	Sell	-5,568	Closed	-$793K	–	503
2018 Q1	$793K	Sell	5,568 -33	-0.6%	-$4.61K	0.03%	363
2017 Q4	$739K	Sell	5,601 -2,490	-31%	-$320K	0.03%	365
2017 Q3	$983K	Buy	8,091 +500	+7%	+$58.4K	0.04%	326
2017 Q2	$858K	Buy	+7,591	New	+$798K	0.03%	364
2017 Q1	–	Sell	-9,882	Closed	-$890K	–	573
2016 Q4	$890K	Buy	9,882 +434	+5%	+$39.3K	0.03%	367
2016 Q3	$884K	Buy	9,448 +2,448	+35%	+$221K	0.03%	364
2016 Q2	$575K	Buy	+7,000	New	+$582K	0.02%	413

Other funds holding IEX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Driehaus Capital Management's IEX Position: Q1 2020 in Review

Driehaus Capital Management sold out of IDEX (IEX) in Q1 2020, closing a stake of 1,866 shares — an estimated $321K sold.

Driehaus Capital Management first reported a position in IEX in Q2 2016 and held it in 13 quarters. The position peaked at $1.71M in Q3 2018. 493 funds tracked by Wall St. Rank hold IEX as of Q1 2020.

Driehaus Capital Management reported no remaining IDEX position as of Q1 2020 after selling out during the quarter.
Driehaus Capital Management sold 1,866 IDEX shares in Q1 2020, an estimated $321K.
Driehaus Capital Management first reported a position in IDEX in Q2 2016 and held it in 13 quarters.
Driehaus Capital Management's IDEX position peaked at $1.71M in Q3 2018.
493 funds tracked by Wall St. Rank held IDEX as of Q1 2020.

Based on Driehaus Capital Management's 13F filing for Q1 2020, filed 15 May 2020.