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Fort LP’s IDEX IEX Stock Holding History

Fort LP’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
Q2 		– Sell
-1,216
Closed -$281K – 145
2023
Q1 		$281K Sell
1,216
-781
-39% -$177K 0.73% 76
2022
Q4 		$456K Sell
1,997
-613
-23% -$137K 0.69% 22
2022
Q3 		$522K Sell
2,610
-1,661
-39% -$336K 0.65% 26
2022
Q2 		$776K Sell
4,271
-2,200
-34% -$415K 0.53% 74
2022
Q1 		$1.24M Sell
6,471
-347
-5% -$70.4K 0.47% 105
2021
Q4 		$1.61M Sell
6,818
-404
-6% -$91.8K 0.52% 65
2021
Q3 		$1.5M Sell
7,222
-945
-12% -$210K 0.5% 71
2021
Q2 		$1.8M Sell
8,167
-818
-9% -$181K 0.52% 56
2021
Q1 		$1.88M Buy
8,985
+51
+0.6% +$10.1K 0.53% 51
2020
Q4 		$1.78M Buy
8,934
+1,609
+22% +$306K 0.53% 38
2020
Q3 		$1.34M Buy
7,325
+1,089
+17% +$189K 0.56% 23
2020
Q2 		$986K Sell
6,236
-10,555
-63% -$1.61M 0.53% 64
2020
Q1 		$2.32M Buy
16,791
+83
+0.5% +$13K 0.52% 64
2019
Q4 		$2.87M Sell
16,708
-388
-2% -$62.8K 0.51% 57
2019
Q3 		$2.8M Buy
17,096
+167
+1% +$27.7K 0.52% 60
2019
Q2 		$2.91M Buy
16,929
+1,352
+9% +$212K 0.56% 35
2019
Q1 		$2.36M Buy
15,577
+3,876
+33% +$548K 0.48% 75
2018
Q4 		$1.48M Buy
11,701
+5,433
+87% +$727K 0.35% 109
2018
Q3 		$944K Buy
6,268
+5,401
+623% +$805K 0.21% 120
2018
Q2 		$118K Buy
+867
New +$121K 0.03% 159

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