Eaton Vance Management’s IDEX IEX Stock Holding History

Eaton Vance 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
2022 Q3	$17.5M	Sell	87,691 -3,498	-4%	-$707K	0.03%	476
2022 Q2	$16.6M	Sell	91,189 -3,987	-4%	-$751K	0.02%	499
2022 Q1	$18.2M	Buy	95,176 +83,039	+684%	+$16.8M	0.02%	525
2021 Q4	$2.87M	Buy	12,137 +230	+2%	+$52.2K	﹤0.01%	939
2021 Q3	$2.14M	Buy	11,907 +131	+1%	+$29.1K	﹤0.01%	919
2021 Q2	$2.59M	Buy	11,776 +1,167	+11%	+$258K	﹤0.01%	953
2021 Q1	$2.22M	Buy	10,609 +279	+3%	+$55.3K	﹤0.01%	949
2020 Q4	$2.06M	Hold	10,330	–	–	﹤0.01%	920
2020 Q3	$1.88M	Sell	10,330 -196	-2%	-$33.9K	﹤0.01%	852
2020 Q2	$1.66M	Buy	+10,526	New	+$1.61M	﹤0.01%	854

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Eaton Vance Management's IEX Position: Q3 2022 in Review

Eaton Vance Management reduced its IDEX (IEX) stake by 3.8% in Q3 2022, selling an estimated $707K and leaving 87,691 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #476.

Eaton Vance Management first reported a position in IEX in Q2 2020 and has held it in 10 quarters since. The position peaked at $18.2M in Q1 2022. 556 funds tracked by Wall St. Rank hold IEX as of Q3 2022.

Eaton Vance Management held 87,691 shares of IDEX worth $17.5M as of Q3 2022.
Eaton Vance Management sold 3,498 IDEX shares in Q3 2022, an estimated $707K.
IDEX made up 0.03% of Eaton Vance Management's portfolio in Q3 2022, its #476 holding.
Eaton Vance Management first reported a position in IDEX in Q2 2020 and has held it in 10 quarters since.
Eaton Vance Management's IDEX position peaked at $18.2M in Q1 2022.
556 funds tracked by Wall St. Rank held IDEX as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.