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Farr Miller & Washington’s IDEX IEX Stock Holding History

Farr Miller & Washington’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
2021
Q3 		$927K Buy
4,477
+360
+9% +$79.9K 0.06% 101
2021
Q2 		$906K Buy
4,117
+390
+10% +$86.2K 0.06% 101
2021
Q1 		$780K Buy
3,727
+88
+2% +$17.4K 0.05% 103
2020
Q4 		$725K Buy
3,639
+170
+5% +$32.3K 0.06% 102
2020
Q3 		$633K Buy
3,469
+169
+5% +$29.3K 0.05% 100
2020
Q2 		$522K Sell
3,300
-60
-2% -$9.17K 0.04% 103
2020
Q1 		$464K Buy
3,360
+5
+0.1% +$784 0.04% 94
2019
Q4 		$577K Buy
3,355
+428
+15% +$69.3K 0.04% 100
2019
Q3 		$480K Buy
2,927
+432
+17% +$71.7K 0.04% 99
2019
Q2 		$429K Buy
2,495
+90
+4% +$14.1K 0.04% 101
2019
Q1 		$365K Buy
+2,405
New +$340K 0.03% 107

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Farr Miller & Washington's IEX Position: Q3 2021 in Review

Farr Miller & Washington increased its IDEX (IEX) stake by 8.7% in Q3 2021, buying an estimated $79.9K and bringing the position to 4,477 shares worth $927K. The position accounts for 0.06% of the portfolio, ranked #101.

Farr Miller & Washington first reported a position in IEX in Q1 2019 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Farr Miller & Washington held 4,477 shares of IDEX worth $927K as of Q3 2021.
  • Farr Miller & Washington bought 360 IDEX shares in Q3 2021, an estimated $79.9K.
  • IDEX made up 0.06% of Farr Miller & Washington's portfolio in Q3 2021, its #101 holding.
  • Farr Miller & Washington first reported a position in IDEX in Q1 2019 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.