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Hanlon Investment Management’s IDEX IEX Stock Holding History

Hanlon Investment Management’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
Q2 		– Sell
-5,396
Closed -$1.25M – 136
2023
Q1 		$1.25M Sell
5,396
-21
-0.4% -$4.77K 0.37% 50
2022
Q4 		$1.24M Buy
+5,417
New +$1.21M 0.42% 51

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hanlon Investment Management's IEX Position: Q2 2023 in Review

Hanlon Investment Management sold out of IDEX (IEX) in Q2 2023, closing a stake of 5,396 shares — an estimated $1.25M sold.

Hanlon Investment Management first reported a position in IEX in Q4 2022 and held it in 2 quarters. The position peaked at $1.25M in Q1 2023. 638 funds tracked by Wall St. Rank hold IEX as of Q2 2023.

  • Hanlon Investment Management reported no remaining IDEX position as of Q2 2023 after selling out during the quarter.
  • Hanlon Investment Management sold 5,396 IDEX shares in Q2 2023, an estimated $1.25M.
  • Hanlon Investment Management first reported a position in IDEX in Q4 2022 and held it in 2 quarters.
  • Hanlon Investment Management's IDEX position peaked at $1.25M in Q1 2023.
  • 638 funds tracked by Wall St. Rank held IDEX as of Q2 2023.

Based on Hanlon Investment Management's 13F filing for Q2 2023, filed 8 Aug 2023.