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Edmond de Rothschild Holding’s IDEX IEX Stock Holding History

Edmond de Rothschild Holding’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
Q1 		– Sell
-80
Closed -$18.3K – 773
2022
Q4 		$18.3K Buy
+80
New +$17.9K ﹤0.01% 722
2021
Q4 		– Sell
-1,935
Closed -$400K – 861
2021
Q3 		$400K Hold
1,935
– – 0.01% 454
2021
Q2 		$426K Buy
1,935
+448
+30% +$99K 0.01% 443
2021
Q1 		$312K Hold
1,487
– – 0.01% 432
2020
Q4 		$296K Hold
1,487
– – 0.01% 397
2020
Q3 		$271K Hold
1,487
– – 0.01% 366
2020
Q2 		$235K Buy
+1,487
New +$227K 0.01% 356

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Edmond de Rothschild Holding's IEX Position: Q1 2023 in Review

Edmond de Rothschild Holding sold out of IDEX (IEX) in Q1 2023, closing a stake of 80 shares — an estimated $18.3K sold.

Edmond de Rothschild Holding first reported a position in IEX in Q2 2020 and held it in 7 quarters. The position peaked at $426K in Q2 2021. 613 funds tracked by Wall St. Rank hold IEX as of Q1 2023.

  • Edmond de Rothschild Holding reported no remaining IDEX position as of Q1 2023 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 80 IDEX shares in Q1 2023, an estimated $18.3K.
  • Edmond de Rothschild Holding first reported a position in IDEX in Q2 2020 and held it in 7 quarters.
  • Edmond de Rothschild Holding's IDEX position peaked at $426K in Q2 2021.
  • 613 funds tracked by Wall St. Rank held IDEX as of Q1 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2023, filed 11 May 2023.