HCM
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Harvey Capital Management’s IDEX IEX Stock Holding History

Harvey Capital 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
2024
Q2 		– Sell
-900
Closed -$220K – 79
2024
Q1 		$220K Buy
+900
New +$203K 0.06% 74
2023
Q2 		– Sell
-950
Closed -$219K – 81
2023
Q1 		$219K Hold
950
– – 0.09% 76
2022
Q4 		$217K Buy
+950
New +$212K 0.09% 76
2022
Q1 		– Sell
-1,000
Closed -$236K – 81
2021
Q4 		$236K Sell
1,000
-125
-11% -$28.4K 0.07% 71
2021
Q3 		$232K Hold
1,125
– – 0.08% 75
2021
Q2 		$247K Hold
1,125
– – 0.08% 75
2021
Q1 		$235K Hold
1,125
– – 0.09% 78
2020
Q4 		$224K Hold
1,125
– – 0.09% 71
2020
Q3 		$205K Buy
+1,125
New +$195K 0.09% 71

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

Harvey Capital Management's IEX Position: Q2 2024 in Review

Harvey Capital Management sold out of IDEX (IEX) in Q2 2024, closing a stake of 900 shares — an estimated $220K sold.

Harvey Capital Management first reported a position in IEX in Q3 2020 and held it in 9 quarters. The position peaked at $247K in Q2 2021. 628 funds tracked by Wall St. Rank hold IEX as of Q2 2024.

  • Harvey Capital Management reported no remaining IDEX position as of Q2 2024 after selling out during the quarter.
  • Harvey Capital Management sold 900 IDEX shares in Q2 2024, an estimated $220K.
  • Harvey Capital Management first reported a position in IDEX in Q3 2020 and held it in 9 quarters.
  • Harvey Capital Management's IDEX position peaked at $247K in Q2 2021.
  • 628 funds tracked by Wall St. Rank held IDEX as of Q2 2024.

Based on Harvey Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.