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Handelsinvest Investeringsforvaltning’s IDEX IEX Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$370K Sell
1,516
-787
-34% -$178K 0.18% 119
2023
Q4 		$500K Buy
+2,303
New +$465K 0.2% 133

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $105B AUM 38.07% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's IEX Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its IDEX (IEX) stake by 34% in Q1 2024, selling an estimated $178K and leaving 1,516 shares worth $370K. The position accounts for 0.18% of the portfolio, ranked #119.

Handelsinvest Investeringsforvaltning first reported a position in IEX in Q4 2023 and has held it in 2 quarters since. The position peaked at $500K in Q4 2023. 624 funds tracked by Wall St. Rank hold IEX as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,516 shares of IDEX worth $370K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 787 IDEX shares in Q1 2024, an estimated $178K.
  • IDEX made up 0.18% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #119 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in IDEX in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's IDEX position peaked at $500K in Q4 2023.
  • 624 funds tracked by Wall St. Rank held IDEX as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.