Gofen & Glossberg’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.03M | Sell |
30,786
-24
| -0.1% | -$5.36K | 0.18% | 115 |
|
|
2022
Q3 | $6.16M | Buy |
30,810
+1
| +0% | +$202 | 0.17% | 118 |
|
|
2022
Q2 | $5.6M | Sell |
30,809
-93
| -0.3% | -$17.5K | 0.15% | 123 |
|
|
2022
Q1 | $5.92M | Sell |
30,902
-2,224
| -7% | -$451K | 0.14% | 130 |
|
|
2021
Q4 | $7.83M | Sell |
33,126
-689
| -2% | -$156K | 0.17% | 112 |
|
|
2021
Q3 | $7M | Sell |
33,815
-1,583
| -4% | -$351K | 0.16% | 121 |
|
|
2021
Q2 | $7.79M | Sell |
35,398
-190
| -0.5% | -$42K | 0.19% | 114 |
|
|
2021
Q1 | $7.45M | Buy |
35,588
+4
| +0% | +$793 | 0.19% | 112 |
|
|
2020
Q4 | $7.09M | Sell |
35,584
-496
| -1% | -$94.3K | 0.19% | 105 |
|
|
2020
Q3 | $6.58M | Sell |
36,080
-4,684
| -11% | -$811K | 0.2% | 99 |
|
|
2020
Q2 | $6.44M | Sell |
40,764
-375
| -0.9% | -$57.3K | 0.22% | 97 |
|
|
2020
Q1 | $5.68M | Buy |
41,139
+204
| +0.5% | +$32K | 0.22% | 97 |
|
|
2019
Q4 | $7.04M | Sell |
40,935
-57
| -0.1% | -$9.22K | 0.22% | 95 |
|
|
2019
Q3 | $6.72M | Sell |
40,992
-1,945
| -5% | -$323K | 0.23% | 96 |
|
|
2019
Q2 | $7.39M | Buy |
42,937
+5
| +0% | +$785 | 0.25% | 92 |
|
|
2019
Q1 | $6.51M | Sell |
42,932
-7,358
| -15% | -$1.04M | 0.23% | 97 |
|
|
2018
Q4 | $6.35M | Sell |
50,290
-1,406
| -3% | -$188K | 0.25% | 95 |
|
|
2018
Q3 | $7.79M | Sell |
51,696
-1,012
| -2% | -$151K | 0.27% | 93 |
|
|
2018
Q2 | $7.19M | Sell |
52,708
-871
| -2% | -$122K | 0.27% | 94 |
|
|
2018
Q1 | $7.63M | Sell |
53,579
-621
| -1% | -$86.7K | 0.29% | 92 |
|
|
2017
Q4 | $7.15M | Sell |
54,200
-666
| -1% | -$85.7K | 0.26% | 96 |
|
|
2017
Q3 | $6.67M | Sell |
54,866
-68
| -0.1% | -$7.94K | 0.25% | 94 |
|
|
2017
Q2 | $6.21M | Sell |
54,934
-45
| -0.1% | -$4.73K | 0.24% | 95 |
|
|
2017
Q1 | $5.14M | Sell |
54,979
-544
| -1% | -$50K | 0.2% | 102 |
|
|
2016
Q4 | $5M | Sell |
55,523
-627
| -1% | -$56.7K | 0.2% | 100 |
|
|
2016
Q3 | $5.25M | Sell |
56,150
-294
| -0.5% | -$26.5K | 0.22% | 99 |
|
|
2016
Q2 | $4.63M | Buy |
56,444
+6
| +0% | +$499 | 0.19% | 104 |
|
|
2016
Q1 | $4.68M | Sell |
56,438
-54
| -0.1% | -$4.05K | 0.2% | 106 |
|
|
2015
Q4 | $4.33M | Sell |
56,492
-3,408
| -6% | -$261K | 0.19% | 110 |
|
|
2015
Q3 | $4.27M | Sell |
59,900
-13,084
| -18% | -$964K | 0.19% | 110 |
|
|
2015
Q2 | $5.74M | Buy |
72,984
+12,156
| +20% | +$941K | 0.24% | 98 |
|
|
2015
Q1 | $4.61M | Sell |
60,828
-2,494
| -4% | -$188K | 0.2% | 110 |
|
|
2014
Q4 | $4.93M | Sell |
63,322
-3,466
| -5% | -$258K | 0.21% | 103 |
|
|
2014
Q3 | $4.83M | Sell |
66,788
-32
| -0% | -$2.47K | 0.21% | 104 |
|
|
2014
Q2 | $5.39M | Sell |
66,820
-644
| -1% | -$48.7K | 0.24% | 103 |
|
|
2014
Q1 | $5.07M | Sell |
67,464
-5,896
| -8% | -$429K | 0.24% | 101 |
|
|
2013
Q4 | $5.42M | Sell |
73,360
-4,020
| -5% | -$279K | 0.25% | 98 |
|
|
2013
Q3 | $5.05M | Sell |
77,380
-6,695
| -8% | -$405K | 0.26% | 95 |
|
|
2013
Q2 | $4.52M | Buy |
+84,075
| New | +$4.48M | 0.25% | 97 |
|
Other funds holding IEX
Gofen & Glossberg's IEX Position: Q4 2022 in Review
Gofen & Glossberg reduced its IDEX (IEX) stake by 0.08% in Q4 2022, selling an estimated $5.36K and leaving 30,786 shares worth $7.03M. The position accounts for 0.18% of the portfolio, ranked #115.
Gofen & Glossberg first reported a position in IEX in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.83M in Q4 2021. 615 funds tracked by Wall St. Rank hold IEX as of Q4 2022.
- Gofen & Glossberg held 30,786 shares of IDEX worth $7.03M as of Q4 2022.
- Gofen & Glossberg sold 24 IDEX shares in Q4 2022, an estimated $5.36K.
- IDEX made up 0.18% of Gofen & Glossberg's portfolio in Q4 2022, its #115 holding.
- Gofen & Glossberg first reported a position in IDEX in Q2 2013 and has held it in 39 quarters since.
- Gofen & Glossberg's IDEX position peaked at $7.83M in Q4 2021.
- 615 funds tracked by Wall St. Rank held IDEX as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.