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Foyston, Gordon, & Payne’s IDEX IEX Stock Holding History

Foyston, Gordon, & Payne’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 		– Sell
-4,933
Closed -$1.09M – 61
2021
Q2 		$1.09M Sell
4,933
-727
-13% -$161K 0.26% 57
2021
Q1 		$1.19M Sell
5,660
-173
-3% -$34.3K 0.28% 58
2020
Q4 		$1.16M Sell
5,833
-84
-1% -$16K 0.28% 58
2020
Q3 		$1.08M Buy
5,917
+1
+0% +$173 0.28% 58
2020
Q2 		$935K Sell
5,916
-48
-0.8% -$7.34K 0.23% 57
2020
Q1 		$824K Buy
+5,964
New +$936K 0.21% 54

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

Foyston, Gordon, & Payne's IEX Position: Q3 2021 in Review

Foyston, Gordon, & Payne sold out of IDEX (IEX) in Q3 2021, closing a stake of 4,933 shares — an estimated $1.09M sold.

Foyston, Gordon, & Payne first reported a position in IEX in Q1 2020 and held it in 6 quarters. The position peaked at $1.19M in Q1 2021. 543 funds tracked by Wall St. Rank hold IEX as of Q3 2021.

  • Foyston, Gordon, & Payne reported no remaining IDEX position as of Q3 2021 after selling out during the quarter.
  • Foyston, Gordon, & Payne sold 4,933 IDEX shares in Q3 2021, an estimated $1.09M.
  • Foyston, Gordon, & Payne first reported a position in IDEX in Q1 2020 and held it in 6 quarters.
  • Foyston, Gordon, & Payne's IDEX position peaked at $1.19M in Q1 2021.
  • 543 funds tracked by Wall St. Rank held IDEX as of Q3 2021.

Based on Foyston, Gordon, & Payne's 13F filing for Q3 2021, filed 12 Nov 2021.