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Great Lakes Advisors’s IDEX IEX Stock Holding History

Great Lakes Advisors’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
Q1 		– Sell
-6,280
Closed -$1.25M – 716
2020
Q4 		$1.25M Buy
6,280
+74
+1% +$14.1K 0.02% 405
2020
Q3 		$1.13M Sell
6,206
-108
-2% -$18.7K 0.02% 390
2020
Q2 		$998K Buy
6,314
+2,286
+57% +$349K 0.02% 389
2020
Q1 		$556K Buy
4,028
+51
+1% +$8K 0.02% 420
2019
Q4 		$684K Buy
3,977
+2,349
+144% +$380K 0.01% 414
2019
Q3 		$267K Buy
+1,628
New +$270K 0.01% 498

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Great Lakes Advisors's IEX Position: Q1 2021 in Review

Great Lakes Advisors sold out of IDEX (IEX) in Q1 2021, closing a stake of 6,280 shares — an estimated $1.25M sold.

Great Lakes Advisors first reported a position in IEX in Q3 2019 and held it in 6 quarters. The position peaked at $1.25M in Q4 2020. 537 funds tracked by Wall St. Rank hold IEX as of Q1 2021.

  • Great Lakes Advisors reported no remaining IDEX position as of Q1 2021 after selling out during the quarter.
  • Great Lakes Advisors sold 6,280 IDEX shares in Q1 2021, an estimated $1.25M.
  • Great Lakes Advisors first reported a position in IDEX in Q3 2019 and held it in 6 quarters.
  • Great Lakes Advisors's IDEX position peaked at $1.25M in Q4 2020.
  • 537 funds tracked by Wall St. Rank held IDEX as of Q1 2021.

Based on Great Lakes Advisors's 13F filing for Q1 2021, filed 3 May 2021.