E
IEX icon

Ergoteles’s IDEX IEX Stock Holding History

Ergoteles’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
Q3 		– Sell
-13,151
Closed -$2.83M – 421
2023
Q2 		$2.83M Buy
13,151
+5,920
+82% +$1.24M 0.14% 191
2023
Q1 		$1.67M Buy
+7,231
New +$1.64M 0.07% 334
2022
Q4 		– Sell
-1,009
Closed -$202K – 1656
2022
Q3 		$202K Buy
+1,009
New +$204K 0.01% 1173
2021
Q1 		– Sell
-2,318
Closed -$462K – 918
2020
Q4 		$462K Sell
2,318
-2,282
-50% -$434K 0.02% 467
2020
Q3 		$839K Buy
+4,600
New +$797K 0.11% 154

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ergoteles's IEX Position: Q3 2023 in Review

Ergoteles sold out of IDEX (IEX) in Q3 2023, closing a stake of 13,151 shares — an estimated $2.83M sold.

Ergoteles first reported a position in IEX in Q3 2020 and held it in 5 quarters. The position peaked at $2.83M in Q2 2023. 617 funds tracked by Wall St. Rank hold IEX as of Q3 2023.

  • Ergoteles reported no remaining IDEX position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 13,151 IDEX shares in Q3 2023, an estimated $2.83M.
  • Ergoteles first reported a position in IDEX in Q3 2020 and held it in 5 quarters.
  • Ergoteles's IDEX position peaked at $2.83M in Q2 2023.
  • 617 funds tracked by Wall St. Rank held IDEX as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.