HFM
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Harvest Fund Management’s IDEX IEX Stock Holding History

Harvest Fund 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
Q4 		– Sell
-100
Closed -$21K – 666
2023
Q3 		$21K Hold
100
– – ﹤0.01% 476
2023
Q2 		$22K Hold
100
– – ﹤0.01% 493
2023
Q1 		$23K Sell
100
-190
-66% -$43.1K 0.01% 564
2022
Q4 		$66K Buy
+290
New +$64.8K 0.02% 426
2019
Q4 		– Sell
-92
Closed -$15K – 443
2019
Q3 		$15K Buy
+92
New +$15.3K ﹤0.01% 361

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Harvest Fund Management's IEX Position: Q4 2023 in Review

Harvest Fund Management sold out of IDEX (IEX) in Q4 2023, closing a stake of 100 shares — an estimated $21K sold.

Harvest Fund Management first reported a position in IEX in Q3 2019 and held it in 5 quarters. The position peaked at $66K in Q4 2022. 620 funds tracked by Wall St. Rank hold IEX as of Q4 2023.

  • Harvest Fund Management reported no remaining IDEX position as of Q4 2023 after selling out during the quarter.
  • Harvest Fund Management sold 100 IDEX shares in Q4 2023, an estimated $21K.
  • Harvest Fund Management first reported a position in IDEX in Q3 2019 and held it in 5 quarters.
  • Harvest Fund Management's IDEX position peaked at $66K in Q4 2022.
  • 620 funds tracked by Wall St. Rank held IDEX as of Q4 2023.

Based on Harvest Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.