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

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Capital World Investors

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

Impax Asset Management Group

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Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return