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Eagle Bay Advisors’s IDEX IEX Stock Holding History

Eagle Bay Advisors’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
2025
Q1 		– Sell
-23
Closed -$4.81K – 519
2024
Q4 		$4.81K Sell
23
-16
-41% -$3.5K ﹤0.01% 717
2024
Q3 		$8.37K Sell
39
-4
-9% -$806 ﹤0.01% 827
2024
Q2 		$8.65K Sell
43
-28
-39% -$6.12K 0.01% 587
2024
Q1 		$17.3K Sell
71
-15
-17% -$3.39K 0.01% 462
2023
Q4 		$18.6K Sell
86
-347
-80% -$70K 0.01% 410
2023
Q3 		$90K Buy
433
+72
+20% +$15.6K 0.04% 270
2023
Q2 		$77.6K Sell
361
-25
-6% -$5.25K 0.04% 276
2023
Q1 		$89.2K Sell
386
-181
-32% -$41.1K 0.05% 271
2022
Q4 		$129K Buy
567
+136
+32% +$30.4K 0.07% 184
2022
Q3 		$87K Buy
431
+11
+3% +$2.22K 0.05% 228
2022
Q2 		$76.3K Buy
420
+243
+137% +$45.8K 0.05% 262
2022
Q1 		$34K Sell
177
-107
-38% -$21.7K 0.03% 187
2021
Q4 		$67K Buy
284
+49
+21% +$11.1K 0.04% 284
2021
Q3 		$48K Sell
235
-54
-19% -$12K 0.03% 415
2021
Q2 		$67K Buy
+289
New +$63.9K 0.05% 242

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Bay Advisors's IEX Position: Q1 2025 in Review

Eagle Bay Advisors sold out of IDEX (IEX) in Q1 2025, closing a stake of 23 shares — an estimated $4.81K sold.

Eagle Bay Advisors first reported a position in IEX in Q2 2021 and held it in 15 quarters. The position peaked at $129K in Q4 2022. 638 funds tracked by Wall St. Rank hold IEX as of Q1 2025.

  • Eagle Bay Advisors reported no remaining IDEX position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 23 IDEX shares in Q1 2025, an estimated $4.81K.
  • Eagle Bay Advisors first reported a position in IDEX in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's IDEX position peaked at $129K in Q4 2022.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.