EARNEST Partners’s IDEX IEX Stock Holding History

EARNEST Partners’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	–	Sell	-1,025	Closed	-$213K	–	665
2023 Q3	$213K	Buy	1,025 +986	+2,528%	+$214K	﹤0.01%	290
2023 Q2	$8.39K	Hold	39	–	–	﹤0.01%	679
2023 Q1	$9.01K	Hold	39	–	–	﹤0.01%	644
2022 Q4	$8.9K	Hold	39	–	–	﹤0.01%	645
2022 Q3	$8K	Hold	39	–	–	﹤0.01%	634
2022 Q2	$7K	Hold	39	–	–	﹤0.01%	701
2022 Q1	$7K	Hold	39	–	–	﹤0.01%	742
2021 Q4	$9K	Hold	39	–	–	﹤0.01%	696
2021 Q3	$8K	Hold	39	–	–	﹤0.01%	713
2021 Q2	$9K	Hold	39	–	–	﹤0.01%	691
2021 Q1	$8K	Hold	39	–	–	﹤0.01%	704
2020 Q4	$8K	Hold	39	–	–	﹤0.01%	684
2020 Q3	$7K	Hold	39	–	–	﹤0.01%	654
2020 Q2	$6K	Hold	39	–	–	﹤0.01%	684
2020 Q1	$5K	Hold	39	–	–	﹤0.01%	662
2019 Q4	$7K	Hold	39	–	–	﹤0.01%	665
2019 Q3	$6K	Hold	39	–	–	﹤0.01%	695
2019 Q2	$7K	Hold	39	–	–	﹤0.01%	661
2019 Q1	$6K	Hold	39	–	–	﹤0.01%	688
2018 Q4	$5K	Hold	39	–	–	﹤0.01%	706
2018 Q3	$6K	Hold	39	–	–	﹤0.01%	712
2018 Q2	$5K	Hold	39	–	–	﹤0.01%	757
2018 Q1	$6K	Hold	39	–	–	﹤0.01%	681
2017 Q4	$5K	Buy	+39	New	+$5.02K	﹤0.01%	740
2017 Q1	–	Sell	-39	Closed	-$4K	–	549
2016 Q4	$4K	Buy	+39	New	+$3.53K	﹤0.01%	742

Other funds holding IEX

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EARNEST Partners's IEX Position: Q4 2023 in Review

EARNEST Partners sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,025 shares — an estimated $213K sold.

EARNEST Partners first reported a position in IEX in Q4 2016 and held it in 25 quarters. The position peaked at $213K in Q3 2023. 620 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

EARNEST Partners reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 1,025 IDEX shares in Q4 2023, an estimated $213K.
EARNEST Partners first reported a position in IDEX in Q4 2016 and held it in 25 quarters.
EARNEST Partners's IDEX position peaked at $213K in Q3 2023.
620 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.