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Greenleaf Trust’s IDEX IEX Stock Holding History

Greenleaf Trust’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
2024
Q2 		– Sell
-1,120
Closed -$273K – 809
2024
Q1 		$273K Buy
1,120
+70
+7% +$15.8K ﹤0.01% 639
2023
Q4 		$228K Sell
1,050
-65
-6% -$13.1K ﹤0.01% 681
2023
Q3 		$232K Buy
1,115
+16
+1% +$3.47K ﹤0.01% 661
2023
Q2 		$237K Sell
1,099
-137
-11% -$28.8K ﹤0.01% 673
2023
Q1 		$286K Sell
1,236
-45
-4% -$10.2K ﹤0.01% 620
2022
Q4 		$292K Buy
1,281
+93
+8% +$20.8K ﹤0.01% 592
2022
Q3 		$237K Buy
1,188
+85
+8% +$17.2K ﹤0.01% 620
2022
Q2 		$200K Sell
1,103
-271
-20% -$51.1K ﹤0.01% 676
2022
Q1 		$263K Sell
1,374
-152
-10% -$30.8K ﹤0.01% 634
2021
Q4 		$361K Buy
1,526
+81
+6% +$18.4K ﹤0.01% 540
2021
Q3 		$299K Sell
1,445
-8
-0.6% -$1.78K ﹤0.01% 580
2021
Q2 		$320K Sell
1,453
-147
-9% -$32.5K ﹤0.01% 549
2021
Q1 		$335K Buy
1,600
+101
+7% +$20K ﹤0.01% 504
2020
Q4 		$299K Buy
1,499
+76
+5% +$14.4K ﹤0.01% 457
2020
Q3 		$260K Buy
1,423
+14
+1% +$2.42K ﹤0.01% 447
2020
Q2 		$223K Buy
+1,409
New +$215K ﹤0.01% 477

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenleaf Trust's IEX Position: Q2 2024 in Review

Greenleaf Trust sold out of IDEX (IEX) in Q2 2024, closing a stake of 1,120 shares — an estimated $273K sold.

Greenleaf Trust first reported a position in IEX in Q2 2020 and held it in 16 quarters. The position peaked at $361K in Q4 2021. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Greenleaf Trust reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Greenleaf Trust sold 1,120 IDEX shares in Q2 2024, an estimated $273K.
  • Greenleaf Trust first reported a position in IDEX in Q2 2020 and held it in 16 quarters.
  • Greenleaf Trust's IDEX position peaked at $361K in Q4 2021.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Greenleaf Trust's 13F filing for Q2 2024, filed 22 Jul 2024.