Echo Street Capital Management’s IDEX IEX Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-297,775	Closed	-$61.9M	–	207
2023 Q3	$61.9M	Sell	297,775 -147,122	-33%	-$31.9M	0.58%	50
2023 Q2	$95.8M	Sell	444,897 -181,754	-29%	-$38.2M	0.82%	48
2023 Q1	$145M	Sell	626,651 -9,953	-2%	-$2.26M	1.3%	30
2022 Q4	$145M	Sell	636,604 -66,929	-10%	-$15M	1.41%	27
2022 Q3	$141M	Buy	703,533 +3,336	+0.5%	+$674K	1.35%	26
2022 Q2	$127M	Sell	700,197 -2,010	-0.3%	-$379K	1.15%	36
2022 Q1	$135M	Buy	702,207 +32,890	+5%	+$6.67M	0.97%	45
2021 Q4	$158M	Buy	669,317 +109,865	+20%	+$25M	1.06%	32
2021 Q3	$116M	Buy	559,452 +57,959	+12%	+$12.9M	0.81%	59
2021 Q2	$110M	Buy	501,493 +20,951	+4%	+$4.63M	0.85%	62
2021 Q1	$101M	Buy	480,542 +184,750	+62%	+$36.6M	0.9%	50
2020 Q4	$58.9M	Buy	295,792 +77,929	+36%	+$14.8M	0.59%	75
2020 Q3	$39.7M	Sell	217,863 -74,509	-25%	-$12.9M	0.68%	75
2020 Q2	$46.2M	Buy	292,372 +195,493	+202%	+$29.9M	0.55%	74
2020 Q1	$13.4M	Buy	+96,879	New	+$15.2M	0.29%	111
2016 Q2	–	Sell	-2,853	Closed	-$236K	–	166
2016 Q1	$236K	Buy	2,853 +872	+44%	+$65.4K	0.01%	154
2015 Q4	$152K	Sell	1,981 -5,954	-75%	-$456K	0.01%	187
2015 Q3	$566K	Buy	+7,935	New	+$585K	0.02%	174
2015 Q2	–	Sell	-94,717	Closed	-$7.18M	–	153
2015 Q1	$7.18M	Sell	94,717 -40,186	-30%	-$3.02M	0.42%	75
2014 Q4	$10.5M	Buy	134,903 +77,555	+135%	+$5.78M	0.65%	58
2014 Q3	$4.15M	Buy	+57,348	New	+$4.43M	0.24%	125

Other funds holding IEX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Echo Street Capital Management's IEX Position: Q4 2023 in Review

Echo Street Capital Management sold out of IDEX (IEX) in Q4 2023, closing a stake of 297,775 shares — an estimated $61.9M sold.

Echo Street Capital Management first reported a position in IEX in Q3 2014 and held it in 21 quarters. The position peaked at $158M in Q4 2021. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

Echo Street Capital Management reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 297,775 IDEX shares in Q4 2023, an estimated $61.9M.
Echo Street Capital Management first reported a position in IDEX in Q3 2014 and held it in 21 quarters.
Echo Street Capital Management's IDEX position peaked at $158M in Q4 2021.
618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.