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Fund Management at Engine No 1’s IDEX IEX Stock Holding History

Fund Management at Engine No 1’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
Q4 		– Sell
-1,081
Closed -$225K – 205
2023
Q3 		$225K Buy
1,081
+97
+10% +$21K 0.03% 406
2023
Q2 		$212K Buy
984
+69
+8% +$14.5K 0.04% 403
2023
Q1 		$211K Buy
+915
New +$208K 0.04% 379

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Fund Management at Engine No 1's IEX Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of IDEX (IEX) in Q4 2023, closing a stake of 1,081 shares — an estimated $225K sold.

Fund Management at Engine No 1 first reported a position in IEX in Q1 2023 and held it in 3 quarters. The position peaked at $225K in Q3 2023. 618 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 1,081 IDEX shares in Q4 2023, an estimated $225K.
  • Fund Management at Engine No 1 first reported a position in IDEX in Q1 2023 and held it in 3 quarters.
  • Fund Management at Engine No 1's IDEX position peaked at $225K in Q3 2023.
  • 618 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.