Impax Asset Management (UK)’s IDEX IEX Stock Holding History

Impax Asset Management (UK)’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
2018 Q2	$145M	Buy	1,064,447 +30,150	+3%	+$4.21M	3.53%	8
2018 Q1	$147M	Buy	1,034,297 +62,982	+6%	+$8.79M	3.91%	7
2017 Q4	$128M	Buy	971,315 +22,148	+2%	+$2.85M	3.54%	7
2017 Q3	$115M	Buy	949,167 +41,883	+5%	+$4.89M	3.53%	7
2017 Q2	$103M	Buy	907,284 +54,278	+6%	+$5.7M	3.44%	9
2017 Q1	$79.8M	Buy	853,006 +138,374	+19%	+$12.7M	3.3%	9
2016 Q4	$64.4M	Buy	714,632 +29,506	+4%	+$2.67M	2.84%	10
2016 Q3	$64.1M	Sell	685,126 -6,607	-1%	-$597K	2.94%	10
2016 Q2	$56.8M	Buy	691,733 +24,883	+4%	+$2.07M	2.83%	11
2016 Q1	$55.3M	Buy	666,850 +8,515	+1%	+$639K	2.96%	9
2015 Q4	$50.4M	Buy	658,335 +159,100	+32%	+$12.2M	3.15%	8
2015 Q3	$35.6M	Buy	499,235 +9,800	+2%	+$722K	2.47%	15
2015 Q2	$38.5M	Buy	489,435 +35,700	+8%	+$2.76M	2.42%	13
2015 Q1	$34.4M	Buy	453,735 +400	+0.1%	+$30.1K	2.27%	17
2014 Q4	$35.3M	Buy	453,335 +141,450	+45%	+$10.5M	2.38%	16
2014 Q3	$22.6M	Sell	311,885 -17,650	-5%	-$1.36M	1.93%	23
2014 Q2	$26.6K	Buy	329,535 +133,750	+68%	+$10.1M	1.67%	22
2014 Q1	$14.3M	Sell	195,785 -30,250	-13%	-$2.2M	1.29%	33
2013 Q4	$16.7M	Buy	226,035 +3,900	+2%	+$271K	1.54%	27
2013 Q3	$14.5M	Sell	222,135 -8,700	-4%	-$526K	1.58%	25
2013 Q2	$12.4M	Buy	+230,835	New	+$12.3M	1.49%	27

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Impax Asset Management (UK)'s IEX Position: Q2 2018 in Review

Impax Asset Management (UK) increased its IDEX (IEX) stake by 2.9% in Q2 2018, buying an estimated $4.21M and bringing the position to 1,064,447 shares worth $145M. The position accounts for 3.53% of the portfolio, ranked #8.

Impax Asset Management (UK) first reported a position in IEX in Q2 2013 and has held it in 21 quarters since. The position peaked at $147M in Q1 2018. 412 funds tracked by Wall St. Rank hold IEX as of Q2 2018.

Impax Asset Management (UK) held 1,064,447 shares of IDEX worth $145M as of Q2 2018.
Impax Asset Management (UK) bought 30,150 IDEX shares in Q2 2018, an estimated $4.21M.
IDEX made up 3.53% of Impax Asset Management (UK)'s portfolio in Q2 2018, its #8 holding.
Impax Asset Management (UK) first reported a position in IDEX in Q2 2013 and has held it in 21 quarters since.
Impax Asset Management (UK)'s IDEX position peaked at $147M in Q1 2018.
412 funds tracked by Wall St. Rank held IDEX as of Q2 2018.

Based on Impax Asset Management (UK)'s 13F filing for Q2 2018, filed 14 Aug 2018.