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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fort LP's IEX Position: Q2 2023 in Review

Fort LP sold out of IDEX (IEX) in Q2 2023, closing a stake of 1,216 shares — an estimated $281K sold.

Fort LP first reported a position in IEX in Q2 2018 and held it in 20 quarters. The position peaked at $2.91M in Q2 2019. 639 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Fort LP reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Fort LP sold 1,216 IDEX shares in Q2 2023, an estimated $281K.
  • Fort LP first reported a position in IDEX in Q2 2018 and held it in 20 quarters.
  • Fort LP's IDEX position peaked at $2.91M in Q2 2019.
  • 639 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Fort LP's 13F filing for Q2 2023, filed 11 Aug 2023.